Atlas Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Atlas Capital Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216K	Buy	2,076 +1,777	+594%	+$183K	0.02%	452
2026 Q1	$29K	Hold	299	–	–	﹤0.01%	719
2025 Q4	$28.7K	Buy	+299	New	+$28.4K	﹤0.01%	690
2025 Q2	$26.7K	Hold	299	–	–	﹤0.01%	689
2025 Q1	$24.4K	Hold	299	–	–	﹤0.01%	712
2024 Q4	$22.6K	Hold	299	–	–	﹤0.01%	707
2024 Q3	$25K	Hold	299	–	–	﹤0.01%	662
2024 Q2	$23.4K	Hold	299	–	–	﹤0.01%	677
2024 Q1	$23.9K	Hold	299	–	–	﹤0.01%	652
2023 Q4	$22.5K	Hold	299	–	–	﹤0.01%	680
2023 Q3	$20.6K	Sell	299 -2,332	-89%	-$167K	﹤0.01%	637
2023 Q2	$191K	Buy	2,631 +2,310	+720%	+$168K	0.03%	374
2023 Q1	$23K	Hold	321	–	–	﹤0.01%	667
2022 Q4	$21.1K	Hold	321	–	–	﹤0.01%	658
2022 Q3	$18K	Hold	321	–	–	﹤0.01%	662
2022 Q2	$20.1K	Hold	321	–	–	﹤0.01%	685
2022 Q1	$23.6K	Hold	321	–	–	﹤0.01%	622
2021 Q4	$25.3K	Sell	321 -337	-51%	-$26.7K	﹤0.01%	611
2021 Q3	$51.3K	Buy	658 +606	+1,165%	+$48.5K	0.01%	514
2021 Q2	$4.1K	Sell	52 -103	-66%	-$8.18K	﹤0.01%	837
2021 Q1	$11.8K	Hold	155	–	–	﹤0.01%	657
2020 Q4	$11.3K	Buy	+155	New	+$10.6K	﹤0.01%	582
2020 Q3	–	Sell	-2,118	Closed	-$129K	–	385
2020 Q2	$129K	Hold	2,118	–	–	0.03%	366
2020 Q1	$113K	Buy	2,118 +100	+5%	+$6.35K	0.03%	350
2019 Q4	$140K	Hold	2,018	–	–	0.03%	359
2019 Q3	$132K	Buy	2,018 +1,863	+1,202%	+$120K	0.04%	373
2019 Q2	$10.2K	Hold	155	–	–	﹤0.01%	596
2019 Q1	$10.1K	Hold	155	–	–	﹤0.01%	525
2018 Q4	$9.11K	Hold	155	–	–	﹤0.01%	515
2018 Q3	$10.5K	Hold	155	–	–	﹤0.01%	500
2018 Q2	$10.5K	Hold	155	–	–	﹤0.01%	470
2018 Q1	$10.8K	Buy	+155	New	+$11.1K	﹤0.01%	473

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Atlas Capital Advisors's EFA Position: Q2 2026 in Review

Atlas Capital Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 594% in Q2 2026, buying an estimated $183K and bringing the position to 2,076 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #452.

Atlas Capital Advisors first reported a position in EFA in Q1 2018 and has held it in 32 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Atlas Capital Advisors held 2,076 shares of iShares MSCI EAFE ETF worth $216K as of Q2 2026.
Atlas Capital Advisors bought 1,777 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $183K.
iShares MSCI EAFE ETF made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #452 holding.
Atlas Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2018 and has held it in 32 quarters since.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.