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

Atomi Financial Group’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 		$24.1M Buy
249,619
+2,492
+1% +$239K 0.63% 33
2026
Q1 		$22.4M Buy
247,127
+37,559
+18% +$3.51M 0.69% 30
2025
Q4 		$18.7M Buy
209,568
+3,526
+2% +$312K 0.55% 36
2025
Q3 		$18M Buy
206,042
+120,131
+140% +$10.2M 0.58% 35
2025
Q2 		$7.17M Buy
85,911
+49,125
+134% +$3.9M 0.27% 66
2025
Q1 		$2.78M Sell
36,786
-4,482
-11% -$335K 0.13% 129
2024
Q4 		$2.9M Buy
41,268
+14,600
+55% +$1.08M 0.15% 112
2024
Q3 		$2.08M Buy
26,668
+2,713
+11% +$203K 0.13% 133
2024
Q2 		$1.74M Sell
23,955
-361
-1% -$26.6K 0.13% 131
2024
Q1 		$1.8M Sell
24,316
-3,770
-13% -$268K 0.17% 125
2023
Q4 		$1.98M Buy
28,086
+8,310
+42% +$548K 0.27% 77
2023
Q3 		$1.27M Buy
+19,776
New +$1.32M 0.42% 61

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atomi Financial Group's IEFA Position: Q2 2026 in Review

Atomi Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q2 2026, buying an estimated $239K and bringing the position to 249,619 shares worth $24.1M. The position accounts for 0.63% of the portfolio, ranked #33.

Atomi Financial Group first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Atomi Financial Group held 249,619 shares of iShares Core MSCI EAFE ETF worth $24.1M as of Q2 2026.
  • Atomi Financial Group bought 2,492 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $239K.
  • iShares Core MSCI EAFE ETF made up 0.63% of Atomi Financial Group's portfolio in Q2 2026, its #33 holding.
  • Atomi Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.