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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tandem Wealth Advisors's EFA Position: Q1 2026 in Review

Tandem Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 3% in Q1 2026, buying an estimated $674K and bringing the position to 235,056 shares worth $22.8M. The position accounts for 10.18% of the portfolio, ranked #3.

Tandem Wealth Advisors first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.7M in Q2 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Tandem Wealth Advisors held 235,056 shares of iShares MSCI EAFE ETF worth $22.8M as of Q1 2026.
  • Tandem Wealth Advisors bought 6,741 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $674K.
  • iShares MSCI EAFE ETF made up 10.18% of Tandem Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Tandem Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Tandem Wealth Advisors's iShares MSCI EAFE ETF position peaked at $23.7M in Q2 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.