AWM
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Atticus Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-660
Closed -$55.1K – 394
2025
Q2 		$55.1K Buy
660
+526
+393% +$41.7K 0.01% 305
2025
Q1 		$10.1K Sell
134
-44
-25% -$3.29K ﹤0.01% 380
2024
Q4 		$12.5K Hold
178
– – ﹤0.01% 375
2024
Q3 		$13.9K Hold
178
– – ﹤0.01% 367
2024
Q2 		$12.9K Sell
178
-303
-63% -$22.3K ﹤0.01% 355
2024
Q1 		$35.7K Buy
481
+126
+35% +$8.97K 0.01% 276
2023
Q4 		$25K Hold
355
– – 0.01% 313
2023
Q3 		$22.8K Hold
355
– – 0.01% 326
2023
Q2 		$24K Hold
355
– – 0.01% 321
2023
Q1 		$23.7K Hold
355
– – 0.01% 308
2022
Q4 		$21.9K Sell
355
-8,648
-96% -$509K 0.01% 325
2022
Q3 		$530K Hold
9,003
– – 0.26% 57
2022
Q2 		$530K Sell
9,003
-7,772
-46% -$499K 0.22% 69
2022
Q1 		$1.17M Buy
+16,775
New +$1.19M 0.43% 45

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 $501B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return