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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atticus Wealth Management's IEFA Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 660 shares — an estimated $55.1K sold.

Atticus Wealth Management first reported a position in IEFA in Q1 2022 and held it in 14 quarters. The position peaked at $1.17M in Q1 2022. 2,136 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

Atticus Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 660 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $55.1K.
Atticus Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and held it in 14 quarters.
Atticus Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.17M in Q1 2022.
2,136 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.