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

Atlas Legacy 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	$6.05M	Buy	58,268 +10,987	+23%	+$1.13M	0.89%	29
2026 Q1	$4.6M	Buy	47,281 +5,670	+14%	+$567K	0.84%	32
2025 Q4	$3.99M	Buy	41,611 +5,059	+14%	+$480K	0.7%	36
2025 Q3	$3.41M	Sell	36,552 -5,909	-14%	-$537K	0.66%	38
2025 Q2	$3.8M	Buy	42,461 +15,886	+60%	+$1.36M	0.84%	31
2025 Q1	$2.17M	Sell	26,575 -98,367	-79%	-$7.93M	0.55%	42
2024 Q4	$9.45M	Buy	+124,942	New	+$9.89M	2.29%	15

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 Legacy Advisors's EFA Position: Q2 2026 in Review

Atlas Legacy Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 23% in Q2 2026, buying an estimated $1.13M and bringing the position to 58,268 shares worth $6.05M. The position accounts for 0.89% of the portfolio, ranked #29.

Atlas Legacy Advisors first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.45M in Q4 2024. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Atlas Legacy Advisors held 58,268 shares of iShares MSCI EAFE ETF worth $6.05M as of Q2 2026.
Atlas Legacy Advisors bought 10,987 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.13M.
iShares MSCI EAFE ETF made up 0.89% of Atlas Legacy Advisors's portfolio in Q2 2026, its #29 holding.
Atlas Legacy Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's iShares MSCI EAFE ETF position peaked at $9.45M in Q4 2024.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.