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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Atomi Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q1 2026, buying an estimated $3.51M and bringing the position to 247,127 shares worth $22.4M. The position accounts for 0.69% of the portfolio, ranked #30.

Atomi Financial Group first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Atomi Financial Group held 247,127 shares of iShares Core MSCI EAFE ETF worth $22.4M as of Q1 2026.
  • Atomi Financial Group bought 37,559 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.51M.
  • iShares Core MSCI EAFE ETF made up 0.69% of Atomi Financial Group's portfolio in Q1 2026, its #30 holding.
  • Atomi Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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