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

Atlas Wealth’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
-3,112
Closed -$259K – 111
2025
Q2 		$259K Buy
3,112
+14
+0.5% +$1.11K 0.09% 93
2025
Q1 		$234K Sell
3,098
-13
-0.4% -$972 0.09% 86
2024
Q4 		$219K Buy
+3,111
New +$230K 0.08% 88

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 Wealth's IEFA Position: Q3 2025 in Review

Atlas Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 3,112 shares — an estimated $259K sold.

Atlas Wealth first reported a position in IEFA in Q4 2024 and held it in 3 quarters. The position peaked at $259K in Q2 2025. 2,137 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Atlas Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Atlas Wealth sold 3,112 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $259K.
  • Atlas Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Atlas Wealth's iShares Core MSCI EAFE ETF position peaked at $259K in Q2 2025.
  • 2,137 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Atlas Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.