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

Atlas Capital Advisors’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
2021 Q3	–	Sell	-800	Closed	-$59.9K	–	957
2021 Q2	$59.9K	Hold	800	–	–	0.01%	517
2021 Q1	$57.6K	Hold	800	–	–	0.01%	483
2020 Q4	$55.3K	Buy	+800	New	+$51.7K	0.01%	458
2020 Q3	–	Sell	-1,195	Closed	-$68.3K	–	433
2020 Q2	$68.3K	Sell	1,195 -350	-23%	-$19K	0.02%	442
2020 Q1	$77.1K	Buy	1,545 +45	+3%	+$2.68K	0.02%	390
2019 Q4	$97.9K	Hold	1,500	–	–	0.02%	400
2019 Q3	$91.6K	Buy	1,500 +100	+7%	+$6.04K	0.03%	411
2019 Q2	$86K	Buy	+1,400	New	+$85.8K	0.03%	416

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Capital Advisors's IEFA Position: Q3 2021 in Review

Atlas Capital Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2021, closing a stake of 800 shares — an estimated $59.9K sold.

Atlas Capital Advisors first reported a position in IEFA in Q2 2019 and held it in 8 quarters. The position peaked at $97.9K in Q4 2019. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

Atlas Capital Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
Atlas Capital Advisors sold 800 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $59.9K.
Atlas Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 8 quarters.
Atlas Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $97.9K in Q4 2019.
1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Atlas Capital Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.