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Atwood & Palmer’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Atwood & Palmer’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
2026
Q3 		$78.7K Hold
812
– – ﹤0.01% 228
2026
Q2 		$78.4K Hold
812
– – ﹤0.01% 216
2026
Q1 		$73.5K Hold
812
– – ﹤0.01% 219
2025
Q4 		$72.6K Buy
812
+149
+22% +$13.2K ﹤0.01% 212
2025
Q3 		$57.9K Hold
663
– – ﹤0.01% 234
2025
Q2 		$55.3K Hold
663
– – ﹤0.01% 234
2025
Q1 		$50.2K Hold
663
– – ﹤0.01% 222
2024
Q4 		$46.6K Sell
663
-1,416
-68% -$104K ﹤0.01% 225
2024
Q3 		$162K Hold
2,079
– – 0.01% 157
2024
Q2 		$151K Hold
2,079
– – 0.01% 158
2024
Q1 		$154K Hold
2,079
– – 0.01% 160
2023
Q4 		$146K Sell
2,079
-385
-16% -$25.4K 0.01% 161
2023
Q3 		$159K Hold
2,464
– – 0.01% 150
2023
Q2 		$166K Buy
2,464
+385
+19% +$26.1K 0.01% 160
2023
Q1 		$139K Hold
2,079
– – 0.01% 159
2022
Q4 		$128K Buy
2,079
+663
+47% +$39K 0.01% 164
2022
Q3 		$75K Hold
1,416
– – 0.01% 184
2022
Q2 		$83K Hold
1,416
– – 0.01% 180
2022
Q1 		$98K Hold
1,416
– – 0.01% 181
2021
Q4 		$106K Buy
1,416
+929
+191% +$69.8K 0.01% 186
2021
Q3 		$36K Buy
+487
New +$37K ﹤0.01% 245
2021
Q1 		– Sell
-150
Closed -$10K – 443
2020
Q4 		$10K Buy
+150
New +$9.7K ﹤0.01% 313

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atwood & Palmer's IEFA Position: Q3 2026 in Review

Atwood & Palmer held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 812 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Atwood & Palmer first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $166K in Q2 2023. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Atwood & Palmer held 812 shares of iShares Core MSCI EAFE ETF worth $78.7K as of Q3 2026.
  • Atwood & Palmer left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #228 holding.
  • Atwood & Palmer first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Atwood & Palmer's iShares Core MSCI EAFE ETF position peaked at $166K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.