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Atticus Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Atticus Wealth Management’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
Q2 		$3.1M Buy
29,860
+835
+3% +$85.9K 0.74% 25
2026
Q1 		$2.82M Buy
29,025
+5,357
+23% +$536K 0.76% 25
2025
Q4 		$2.27M Buy
23,668
+1,056
+5% +$100K 0.56% 32
2025
Q3 		$2.11M Sell
22,612
-1,280
-5% -$116K 0.53% 32
2025
Q2 		$2.14M Buy
23,892
+1,265
+6% +$108K 0.58% 28
2025
Q1 		$1.85M Sell
22,627
-1,736
-7% -$140K 0.6% 29
2024
Q4 		$1.84M Buy
24,363
+742
+3% +$58.8K 0.57% 30
2024
Q3 		$1.98M Buy
23,621
+581
+3% +$46.7K 0.63% 27
2024
Q2 		$1.8M Sell
23,040
-2,546
-10% -$202K 0.59% 28
2024
Q1 		$2.04M Sell
25,586
-6,459
-20% -$494K 0.67% 26
2023
Q4 		$2.41M Sell
32,045
-17,741
-36% -$1.25M 0.85% 20
2023
Q3 		$3.43M Buy
49,786
+1,727
+4% +$124K 1.31% 14
2023
Q2 		$3.48M Buy
48,059
+1,031
+2% +$74.9K 1.28% 15
2023
Q1 		$3.36M Buy
47,028
+24,629
+110% +$1.72M 1.28% 15
2022
Q4 		$1.47M Buy
+22,399
New +$1.4M 0.6% 30
2022
Q3 		– Sell
-80,389
Closed -$5.02M – 578
2022
Q2 		$5.02M Buy
80,389
+719
+0.9% +$48.9K 2.09% 11
2022
Q1 		$5.86M Buy
79,670
+1,690
+2% +$126K 2.14% 11
2021
Q4 		$6.14M Buy
77,980
+4,089
+6% +$324K 2.39% 9
2021
Q3 		$5.76M Buy
73,891
+22,702
+44% +$1.82M 2.53% 9
2021
Q2 		$4.04M Buy
51,189
+7,762
+18% +$617K 1.76% 15
2021
Q1 		$3.29M Buy
43,427
+40,958
+1,659% +$3.08M 1.57% 16
2020
Q4 		$180K Buy
2,469
+216
+10% +$14.8K 0.09% 106
2020
Q3 		$143K Buy
2,253
+114
+5% +$7.29K 0.09% 106
2020
Q2 		$130K Sell
2,139
-15,895
-88% -$919K 0.09% 108
2020
Q1 		$964K Sell
18,034
-7,056
-28% -$448K 0.78% 31
2019
Q4 		$1.74M Buy
+25,090
New +$1.69M 1.11% 25

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Atticus Wealth Management's EFA Position: Q2 2026 in Review

Atticus Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 2.9% in Q2 2026, buying an estimated $85.9K and bringing the position to 29,860 shares worth $3.1M. The position accounts for 0.74% of the portfolio, ranked #25.

Atticus Wealth Management first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.14M in Q4 2021. 955 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Atticus Wealth Management held 29,860 shares of iShares MSCI EAFE ETF worth $3.1M as of Q2 2026.
  • Atticus Wealth Management bought 835 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $85.9K.
  • iShares MSCI EAFE ETF made up 0.74% of Atticus Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Atticus Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Atticus Wealth Management's iShares MSCI EAFE ETF position peaked at $6.14M in Q4 2021.
  • 955 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.