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 Q2	$6.73M	Buy	69,666 +14,195	+26%	+$1.36M	3.31%	8
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AtlasMark Financial's IEFA Position: Q2 2026 in Review

AtlasMark Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q2 2026, buying an estimated $1.36M and bringing the position to 69,666 shares worth $6.73M. The position accounts for 3.31% of the portfolio, ranked #8.

AtlasMark Financial first reported a position in IEFA in Q3 2019 and has held it in 23 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

AtlasMark Financial held 69,666 shares of iShares Core MSCI EAFE ETF worth $6.73M as of Q2 2026.
AtlasMark Financial bought 14,195 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.36M.
iShares Core MSCI EAFE ETF made up 3.31% of AtlasMark Financial's portfolio in Q2 2026, its #8 holding.
AtlasMark Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 23 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.