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Atria Wealth Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$6.9M Sell
77,164
-33,228
-30% -$2.84M 0.16% 146
2025
Q1 		$9.02M Sell
110,392
-82,861
-43% -$6.68M 0.11% 202
2024
Q4 		$14.6M Buy
193,253
+2,604
+1% +$206K 0.16% 134
2024
Q3 		$15.9M Sell
190,649
-4,939
-3% -$397K 0.17% 125
2024
Q2 		$15.3M Buy
195,588
+727
+0.4% +$57.6K 0.17% 127
2024
Q1 		$15.6M Buy
194,861
+3,001
+2% +$230K 0.18% 125
2023
Q4 		$14.5M Buy
191,860
+11,898
+7% +$841K 0.18% 120
2023
Q3 		$12.4M Buy
179,962
+5,292
+3% +$379K 0.17% 128
2023
Q2 		$12.7M Buy
174,670
+28,854
+20% +$2.1M 0.17% 127
2023
Q1 		$10.4M Buy
145,816
+2,934
+2% +$205K 0.15% 142
2022
Q4 		$9.38M Buy
142,882
+8,817
+7% +$552K 0.15% 145
2022
Q3 		$7.51M Buy
134,065
+21,910
+20% +$1.37M 0.13% 163
2022
Q2 		$7.01M Sell
112,155
-8,896
-7% -$605K 0.13% 166
2022
Q1 		$8.91M Buy
+121,051
New +$9.05M 0.15% 148

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's EFA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 30% in Q2 2025, selling an estimated $2.84M and leaving 77,164 shares worth $6.9M. The position accounts for 0.16% of the portfolio, ranked #146.

Atria Wealth Solutions first reported a position in EFA in Q1 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Atria Wealth Solutions held 77,164 shares of iShares MSCI EAFE ETF worth $6.9M as of Q2 2025.
  • Atria Wealth Solutions sold 33,228 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $2.84M.
  • iShares MSCI EAFE ETF made up 0.16% of Atria Wealth Solutions's portfolio in Q2 2025, its #146 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI EAFE ETF position peaked at $15.9M in Q3 2024.
  • 2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.