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Atomi Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Atomi Financial Group’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.73M Sell
69,270
-1,596
-2% -$160K 0.21% 92
2025
Q4 		$6.81M Sell
70,866
-2,155
-3% -$204K 0.2% 90
2025
Q3 		$6.82M Sell
73,021
-2,763
-4% -$251K 0.22% 84
2025
Q2 		$6.77M Sell
75,784
-4,044
-5% -$345K 0.26% 74
2025
Q1 		$6.52M Sell
79,828
-15,225
-16% -$1.23M 0.3% 68
2024
Q4 		$7.19M Buy
95,053
+22,921
+32% +$1.82M 0.36% 54
2024
Q3 		$6.03M Sell
72,132
-2,560
-3% -$206K 0.38% 50
2024
Q2 		$5.85M Buy
74,692
+6,014
+9% +$476K 0.43% 48
2024
Q1 		$5.48M Sell
68,678
-3,949
-5% -$302K 0.51% 37
2023
Q4 		$5.47M Buy
72,627
+47,614
+190% +$3.37M 0.76% 21
2023
Q3 		$1.72M Buy
25,013
+15,324
+158% +$1.1M 0.58% 43
2023
Q2 		$702K Sell
9,689
-30,623
-76% -$2.22M 0.32% 97
2023
Q1 		$2.88M Buy
+40,312
New +$2.82M 1.61% 9

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atomi Financial Group's EFA Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q1 2026, selling an estimated $160K and leaving 69,270 shares worth $6.73M. The position accounts for 0.21% of the portfolio, ranked #92.

Atomi Financial Group first reported a position in EFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.19M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Atomi Financial Group held 69,270 shares of iShares MSCI EAFE ETF worth $6.73M as of Q1 2026.
  • Atomi Financial Group sold 1,596 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $160K.
  • iShares MSCI EAFE ETF made up 0.21% of Atomi Financial Group's portfolio in Q1 2026, its #92 holding.
  • Atomi Financial Group first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's iShares MSCI EAFE ETF position peaked at $7.19M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.