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Atlantic Union Bankshares’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Atlantic Union Bankshares’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.2M Buy
156,771
+93,969
+150% +$8.77M 0.27% 82
2025
Q4 		$5.62M Buy
62,802
+28,952
+86% +$2.56M 0.11% 172
2025
Q3 		$2.96M Buy
33,850
+16,969
+101% +$1.44M 0.06% 247
2025
Q2 		$1.41M Buy
16,881
+9,857
+140% +$782K 0.03% 284
2025
Q1 		$531K Sell
7,024
-1,832
-21% -$137K 0.03% 226
2024
Q4 		$622K Buy
8,856
+81
+0.9% +$5.98K 0.04% 221
2024
Q3 		$685K Buy
8,775
+274
+3% +$20.5K 0.04% 220
2024
Q2 		$617K Buy
8,501
+5,300
+166% +$390K 0.04% 222
2024
Q1 		$238K Sell
3,201
-691
-18% -$49.2K 0.02% 260
2023
Q4 		$274K Buy
3,892
+720
+23% +$47.5K 0.03% 256
2023
Q3 		$204K Hold
3,172
– – 0.02% 267
2023
Q2 		$214K Buy
3,172
+8
+0.3% +$543 0.02% 269
2023
Q1 		$212K Sell
3,164
-1,702
-35% -$112K 0.02% 266
2022
Q4 		$300K Buy
4,866
+735
+18% +$43.3K 0.03% 229
2022
Q3 		$218K Sell
4,131
-406
-9% -$23.9K 0.03% 234
2022
Q2 		$267K Sell
4,537
-2,939
-39% -$189K 0.03% 225
2022
Q1 		$520K Sell
7,476
-163
-2% -$11.5K 0.05% 188
2021
Q4 		$570K Buy
7,639
+448
+6% +$33.7K 0.05% 183
2021
Q3 		$534K Sell
7,191
-875
-11% -$66.6K 0.05% 187
2021
Q2 		$604K Sell
8,066
-66
-0.8% -$4.98K 0.06% 184
2021
Q1 		$586K Hold
8,132
– – 0.06% 174
2020
Q4 		$562K Sell
8,132
-1,432
-15% -$92.6K 0.06% 177
2020
Q3 		$576K Sell
9,564
-26,720
-74% -$1.61M 0.07% 168
2020
Q2 		$2.07M Sell
36,284
-6,697
-16% -$363K 0.26% 89
2020
Q1 		$2.14M Buy
+42,981
New +$2.56M 0.31% 84

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Atlantic Union Bankshares's IEFA Position: Q1 2026 in Review

Atlantic Union Bankshares increased its iShares Core MSCI EAFE ETF (IEFA) stake by 150% in Q1 2026, buying an estimated $8.77M and bringing the position to 156,771 shares worth $14.2M. The position accounts for 0.27% of the portfolio, ranked #82.

Atlantic Union Bankshares first reported a position in IEFA in Q1 2020 and has held it in 25 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Atlantic Union Bankshares held 156,771 shares of iShares Core MSCI EAFE ETF worth $14.2M as of Q1 2026.
  • Atlantic Union Bankshares bought 93,969 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.77M.
  • iShares Core MSCI EAFE ETF made up 0.27% of Atlantic Union Bankshares's portfolio in Q1 2026, its #82 holding.
  • Atlantic Union Bankshares first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.