AtlasMark Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

AtlasMark Financial’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
2026 Q1	$4.96M	Hold	55,471	–	–	3.21%	9
2025 Q4	$4.96M	Buy	55,471 +1,648	+3%	+$146K	3.21%	9
2025 Q3	$4.7M	Buy	53,823 +3,237	+6%	+$275K	3.14%	11
2025 Q2	$4.22M	Buy	50,586 +7,285	+17%	+$578K	3.21%	12
2025 Q1	$3.28M	Buy	43,301 +3,428	+9%	+$256K	3.04%	11
2024 Q4	$2.8M	Buy	39,873 +148	+0.4%	+$10.9K	2.58%	11
2024 Q3	$3.1M	Buy	+39,725	New	+$2.97M	2.88%	11
2023 Q2	$2.17M	Sell	32,140 -98	-0.3%	-$6.65K	2.66%	11
2023 Q1	$2.16M	Buy	+32,238	New	+$2.11M	2.82%	11
2022 Q3	$1.71M	Buy	32,474 +2,776	+9%	+$163K	2.56%	12
2022 Q2	$1.75M	Buy	29,698 +1,592	+6%	+$102K	2.53%	12
2022 Q1	$1.95M	Buy	28,106 +771	+3%	+$54.5K	2.5%	11
2021 Q4	$2.04M	Buy	27,335 +246	+0.9%	+$18.5K	2.47%	10
2021 Q3	$2.01M	Buy	27,089 +170	+0.6%	+$12.9K	2.69%	10
2021 Q2	$2.02M	Buy	26,919 +70	+0.3%	+$5.29K	2.64%	10
2021 Q1	$1.93M	Buy	26,849 +172	+0.6%	+$12.3K	2.7%	10
2020 Q4	$1.84M	Buy	26,677 +200	+0.8%	+$12.9K	2.79%	9
2020 Q3	$1.6M	Buy	26,477 +5,839	+28%	+$352K	2.77%	9
2020 Q2	$1.18M	Buy	20,638 +337	+2%	+$18.3K	2.33%	11
2020 Q1	$1.01M	Buy	20,301 +9,186	+83%	+$547K	2.53%	12
2019 Q4	$725K	Buy	11,115 +80	+0.7%	+$5.07K	1.66%	18
2019 Q3	$674K	Buy	+11,035	New	+$666K	1.68%	18

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AtlasMark Financial's IEFA Position: Q1 2026 in Review

AtlasMark Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 55,471 shares worth $4.96M. The position accounts for 3.21% of the portfolio, ranked #9.

AtlasMark Financial first reported a position in IEFA in Q3 2019 and has held it in 22 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

AtlasMark Financial held 55,471 shares of iShares Core MSCI EAFE ETF worth $4.96M as of Q1 2026.
AtlasMark Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 3.21% of AtlasMark Financial's portfolio in Q1 2026, its #9 holding.
AtlasMark Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 22 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.