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Tandem Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Tandem Wealth Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4M Buy
244,341
+9,285
+4% +$955K 10.1% 2
2026
Q1 		$22.8M Buy
235,056
+6,741
+3% +$674K 10.18% 3
2025
Q4 		$18.4M Buy
228,315
+43,705
+24% +$4.15M 8.23% 3
2025
Q3 		$17.2M Sell
184,610
-80,794
-30% -$7.34M 8.2% 3
2025
Q2 		$23.7M Buy
265,404
+75,497
+40% +$6.45M 11.73% 2
2025
Q1 		$15.5M Sell
189,907
-6,943
-4% -$560K 8.13% 3
2024
Q4 		$14.9M Sell
196,850
-12,071
-6% -$956K 7.59% 3
2024
Q3 		$17.5M Sell
208,921
-42,055
-17% -$3.38M 8.85% 3
2024
Q2 		$19.7M Buy
250,976
+3,734
+2% +$296K 10.54% 2
2024
Q1 		$19.7M Buy
247,242
+1,184
+0.5% +$90.6K 10.8% 2
2023
Q4 		$18.5M Sell
246,058
-4,776
-2% -$338K 10.69% 2
2023
Q3 		$17.3M Buy
250,834
+6,496
+3% +$465K 10.56% 2
2023
Q2 		$17.7M Buy
244,338
+3
+0% +$218 10.71% 2
2023
Q1 		$17.5M Sell
244,335
-11,632
-5% -$814K 10.88% 2
2022
Q4 		$16.8M Buy
+255,967
New +$16M 10.67% 2

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Tandem Wealth Advisors's EFA Position: Q2 2026 in Review

Tandem Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 4% in Q2 2026, buying an estimated $955K and bringing the position to 244,341 shares worth $25.4M. The position accounts for 10.1% of the portfolio, ranked #2.

Tandem Wealth Advisors first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Tandem Wealth Advisors held 244,341 shares of iShares MSCI EAFE ETF worth $25.4M as of Q2 2026.
  • Tandem Wealth Advisors bought 9,285 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $955K.
  • iShares MSCI EAFE ETF made up 10.1% of Tandem Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Tandem Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.