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 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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Atwood & Palmer's IEFA Position: Q2 2026 in Review

Atwood & Palmer held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 812 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Atwood & Palmer first reported a position in IEFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $166K in Q2 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Atwood & Palmer held 812 shares of iShares Core MSCI EAFE ETF worth $78.4K as of Q2 2026.
Atwood & Palmer left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #216 holding.
Atwood & Palmer first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
Atwood & Palmer's iShares Core MSCI EAFE ETF position peaked at $166K in Q2 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.