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Ishares Core Msci Eafe Etf core msci eafe shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Core Msci Eafe Etf core msci eafe

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $43M 551k 78.05
2024-06-30 $42M 571k 72.64
2024-03-31 $41M 547k 74.22
2023-12-31 $33M 474k 70.35
2023-09-30 $24M 370k 64.35
2023-06-30 $20M 299k 67.50
2023-03-31 $23M 342k 66.85
2022-12-31 $22M 354k 61.64
2022-09-30 $25M 471k 52.67
2022-06-30 $36M 612k 58.85
2022-03-31 $38M 546k 69.51
2021-12-31 $29M 385k 74.64
2021-09-30 $93M 1.3M 74.25
2021-06-30 $80M 1.1M 74.86
2021-03-31 $80M 1.1M 72.05
2020-12-31 $85M 1.2M 69.09
2020-09-30 $29M 474k 60.28
2020-06-30 $23M 460k 49.89
2020-03-31 $23M 460k 49.89
2019-12-31 $42M 647k 65.24
2019-09-30 $30M 487k 61.07
2019-06-30 $23M 396k 59.00
2019-03-31 $25M 408k 60.77
2018-12-31 $10M 186k 55.00
2018-09-30 $36M 563k 64.08
2018-06-30 $35M 556k 63.37
2018-03-31 $35M 536k 65.88
2017-12-31 $39M 594k 66.09
2017-09-30 $41M 635k 64.17
2017-06-30 $36M 583k 60.89
2017-03-31 $32M 550k 57.95
2016-12-31 $30M 566k 53.63
2016-09-30 $26M 474k 55.14
2016-06-30 $16M 309k 50.61
2016-03-31 $17M 314k 53.14
2015-12-31 $13M 254k 50.89
2015-09-30 $226k 12k 18.94
2015-06-30 $22M 374k 58.30
2015-03-31 $23M 395k 58.49
2014-12-31 $895k 16k 55.30
2014-09-30 $1.2M 21k 58.26
2014-06-30 $1.1M 17k 62.20

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Asset Management
LPL Financial
BlackRock
Us Bancorp
Goldman Sachs Group
BlackRock
Northwestern Mutual Wealth Management Company
Raymond James & Associates
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Ishares Core Msci Eafe Etf core msci eafe