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

Atlas Private Wealth 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
2025
Q3 		– Sell
-2,593
Closed -$217K – 161
2025
Q2 		$217K Sell
2,593
-1,024
-28% -$81.3K 0.03% 187
2025
Q1 		$274K Sell
3,617
-32
-0.9% -$2.39K 0.04% 152
2024
Q4 		$256K Buy
3,649
+1
+0% +$74 0.04% 144
2024
Q3 		$285K Sell
3,648
-2
-0.1% -$150 0.04% 126
2024
Q2 		$265K Buy
+3,650
New +$269K 0.04% 130
2024
Q1 		– Sell
-3,670
Closed -$258K – 135
2023
Q4 		$258K Buy
3,670
+4
+0.1% +$264 0.05% 136
2023
Q3 		$236K Buy
3,666
+458
+14% +$30.7K 0.04% 160
2023
Q2 		$217K Buy
+3,208
New +$218K 0.04% 168
2021
Q4 		– Sell
-1,508
Closed -$112K – 402
2021
Q3 		$112K Buy
1,508
+21
+1% +$1.6K 0.06% 165
2021
Q2 		$111K Sell
1,487
-51
-3% -$3.85K 0.06% 151
2021
Q1 		$111K Hold
1,538
– – 0.06% 152
2020
Q4 		$106K Buy
1,538
+1
+0.1% +$65 0.07% 150
2020
Q3 		$93K Hold
1,537
– – 0.08% 150
2020
Q2 		$88K Buy
+1,537
New +$83.3K 0.08% 154

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atlas Private Wealth Advisors's IEFA Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 2,593 shares — an estimated $217K sold.

Atlas Private Wealth Advisors first reported a position in IEFA in Q2 2020 and held it in 14 quarters. The position peaked at $285K in Q3 2024. 2,137 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 2,593 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $217K.
  • Atlas Private Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 14 quarters.
  • Atlas Private Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $285K in Q3 2024.
  • 2,137 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.