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

Atlas Private Wealth Management’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
2024
Q1 		$5.02M Buy
67,704
+16,398
+32% +$1.17M 2.11% 11
2023
Q4 		$3.61M Buy
51,306
+3,333
+7% +$220K 1.7% 15
2023
Q3 		$3.09M Buy
47,973
+1,794
+4% +$120K 1.66% 14
2023
Q2 		$3.12M Buy
46,179
+14,802
+47% +$1M 1.64% 14
2023
Q1 		$2.1M Buy
31,377
+26,294
+517% +$1.72M 1.26% 21
2022
Q4 		$313K Buy
5,083
+168
+3% +$9.89K 0.14% 100
2022
Q3 		$259K Sell
4,915
-100
-2% -$5.88K 0.19% 98
2022
Q2 		$295K Hold
5,015
– – 0.2% 100
2022
Q1 		$349K Hold
5,015
– – 0.2% 107
2021
Q4 		$374K Sell
5,015
-150
-3% -$11.3K 0.21% 103
2021
Q3 		$384K Sell
5,165
-585
-10% -$44.5K 0.23% 96
2021
Q2 		$430K Sell
5,750
-150
-3% -$11.3K 0.27% 91
2021
Q1 		$425K Sell
5,900
-305
-5% -$21.8K 0.27% 90
2020
Q4 		$429K Sell
6,205
-638
-9% -$41.3K 0.31% 80
2020
Q3 		$412K Buy
6,843
+500
+8% +$30.2K 0.32% 74
2020
Q2 		$363K Sell
6,343
-297
-4% -$16.1K 0.29% 83
2020
Q1 		$331K Buy
6,640
+235
+4% +$14K 0.31% 83
2019
Q4 		$418K Buy
+6,405
New +$406K 0.32% 88

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlas Private Wealth Management's IEFA Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 32% in Q1 2024, buying an estimated $1.17M and bringing the position to 67,704 shares worth $5.02M. The position accounts for 2.11% of the portfolio, ranked #11.

Atlas Private Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 18 quarters since. 1,786 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Atlas Private Wealth Management held 67,704 shares of iShares Core MSCI EAFE ETF worth $5.02M as of Q1 2024.
  • Atlas Private Wealth Management bought 16,398 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $1.17M.
  • iShares Core MSCI EAFE ETF made up 2.11% of Atlas Private Wealth Management's portfolio in Q1 2024, its #11 holding.
  • Atlas Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 18 quarters since.
  • 1,786 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.