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Atlas Brown’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Atlas Brown’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
Q3 		$272K Buy
2,808
+30
+1% +$2.96K 0.07% 199
2026
Q2 		$268K Sell
2,778
-2
-0.1% -$192 0.07% 206
2026
Q1 		$252K Hold
2,780
– – 0.08% 197
2025
Q4 		$249K Buy
2,780
+1
+0% +$88 0.07% 198
2025
Q3 		$243K Buy
2,779
+60
+2% +$5.1K 0.07% 201
2025
Q2 		$227K Hold
2,719
– – 0.07% 201
2025
Q1 		$206K Buy
+2,719
New +$203K 0.07% 206
2024
Q4 		– Sell
-2,818
Closed -$220K – 210
2024
Q3 		$220K Sell
2,818
-35
-1% -$2.62K 0.08% 195
2024
Q2 		$207K Buy
+2,853
New +$210K 0.07% 195

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atlas Brown's IEFA Position: Q3 2026 in Review

Atlas Brown increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q3 2026, buying an estimated $2.96K and bringing the position to 2,808 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #199.

Atlas Brown first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Atlas Brown held 2,808 shares of iShares Core MSCI EAFE ETF worth $272K as of Q3 2026.
  • Atlas Brown bought 30 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.96K.
  • iShares Core MSCI EAFE ETF made up 0.07% of Atlas Brown's portfolio in Q3 2026, its #199 holding.
  • Atlas Brown first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.