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

Atria Wealth Solutions’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
2025
Q2 		$17.8M Sell
212,827
-156,517
-42% -$12.4M 0.4% 48
2025
Q1 		$27.9M Sell
369,344
-120,793
-25% -$9.03M 0.34% 56
2024
Q4 		$34.4M Buy
490,137
+66,520
+16% +$4.91M 0.38% 49
2024
Q3 		$33.1M Sell
423,617
-68,145
-14% -$5.1M 0.36% 49
2024
Q2 		$35.7M Sell
491,762
-14,002
-3% -$1.03M 0.39% 43
2024
Q1 		$37.5M Buy
505,764
+29,869
+6% +$2.13M 0.42% 37
2023
Q4 		$33.5M Buy
475,895
+55,440
+13% +$3.65M 0.42% 39
2023
Q3 		$27.1M Buy
420,455
+25,556
+6% +$1.71M 0.38% 50
2023
Q2 		$26.7M Sell
394,899
-12,976
-3% -$880K 0.36% 47
2023
Q1 		$27.3M Sell
407,875
-16,457
-4% -$1.08M 0.4% 43
2022
Q4 		$26.2M Sell
424,332
-761
-0.2% -$44.8K 0.42% 42
2022
Q3 		$22.4M Buy
425,093
+32,180
+8% +$1.89M 0.39% 46
2022
Q2 		$23.1M Buy
392,913
+42,408
+12% +$2.72M 0.43% 44
2022
Q1 		$24.4M Buy
+350,505
New +$24.8M 0.41% 41

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 42% in Q2 2025, selling an estimated $12.4M and leaving 212,827 shares worth $17.8M. The position accounts for 0.4% of the portfolio, ranked #48.

Atria Wealth Solutions first reported a position in IEFA in Q1 2022 and has held it in 14 quarters since. The position peaked at $37.5M in Q1 2024. 2,107 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Atria Wealth Solutions held 212,827 shares of iShares Core MSCI EAFE ETF worth $17.8M as of Q2 2025.
  • Atria Wealth Solutions sold 156,517 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $12.4M.
  • iShares Core MSCI EAFE ETF made up 0.4% of Atria Wealth Solutions's portfolio in Q2 2025, its #48 holding.
  • Atria Wealth Solutions first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Core MSCI EAFE ETF position peaked at $37.5M in Q1 2024.
  • 2,107 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

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