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

TCI 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 		$2.06M Sell
19,852
-51
-0.3% -$5.25K 0.09% 71
2026
Q1 		$1.93M Sell
19,903
-1,187
-6% -$119K 0.1% 69
2025
Q4 		$2.03M Buy
21,090
+6,788
+47% +$644K 0.11% 68
2025
Q3 		$1.34M Buy
14,302
+206
+1% +$18.7K 0.08% 88
2025
Q2 		$1.26M Sell
14,096
-45
-0.3% -$3.84K 0.09% 83
2025
Q1 		$1.16M Buy
14,141
+641
+5% +$51.7K 0.09% 75
2024
Q4 		$1.02M Buy
13,500
+6
+0% +$475 0.09% 79
2024
Q3 		$1.13M Sell
13,494
-2,540
-16% -$204K 0.1% 77
2024
Q2 		$1.26M Buy
16,034
+65
+0.4% +$5.15K 0.12% 65
2024
Q1 		$1.28M Buy
15,969
+17
+0.1% +$1.3K 0.13% 68
2023
Q4 		$1.2M Sell
15,952
-265
-2% -$18.7K 0.13% 69
2023
Q3 		$1.12M Sell
16,217
-447
-3% -$32K 0.14% 65
2023
Q2 		$1.21M Buy
16,664
+87
+0.5% +$6.32K 0.15% 63
2023
Q1 		$1.19M Buy
16,577
+469
+3% +$32.8K 0.15% 57
2022
Q4 		$1.06M Buy
16,108
+2,189
+16% +$137K 0.15% 61
2022
Q3 		$780K Hold
13,919
– – 0.13% 70
2022
Q2 		$870K Sell
13,919
-599
-4% -$40.8K 0.13% 67
2022
Q1 		$1.07M Sell
14,518
-90
-0.6% -$6.73K 0.16% 62
2021
Q4 		$1.15M Sell
14,608
-3,133
-18% -$248K 0.17% 56
2021
Q3 		$1.38M Buy
17,741
+238
+1% +$19K 0.21% 51
2021
Q2 		$1.38M Sell
17,503
-48
-0.3% -$3.81K 0.23% 47
2021
Q1 		$1.33M Sell
17,551
-659
-4% -$49.6K 0.57% 42
2020
Q4 		$1.33M Sell
18,210
-18,390
-50% -$1.26M 0.59% 40
2020
Q3 		$2.33M Sell
36,600
-3,604
-9% -$231K 0.92% 21
2020
Q2 		$2.45M Sell
40,204
-1,243
-3% -$71.9K 1.05% 20
2020
Q1 		$2.22M Sell
41,447
-3,573
-8% -$227K 1.09% 19
2019
Q4 		$3.13M Buy
45,020
+94
+0.2% +$6.35K 1.21% 14
2019
Q3 		$2.93M Sell
44,926
-598
-1% -$38.5K 1.3% 15
2019
Q2 		$2.99M Sell
45,524
-6,402
-12% -$419K 1.35% 14
2019
Q1 		$3.37M Sell
51,926
-1,685
-3% -$106K 1.48% 13
2018
Q4 		$3.15M Buy
53,611
+6
+0% +$375 1.53% 13
2018
Q3 		$3.65M Sell
53,605
-2,584
-5% -$174K 1.52% 15
2018
Q2 		$3.76M Sell
56,189
-743
-1% -$52.1K 1.67% 11
2018
Q1 		$3.97M Buy
56,932
+626
+1% +$44.6K 1.84% 10
2017
Q4 		$3.96M Sell
56,306
-635
-1% -$44.2K 1.74% 11
2017
Q3 		$3.9M Sell
56,941
-611
-1% -$40.8K 1.91% 8
2017
Q2 		$3.75M Buy
57,552
+2,265
+4% +$147K 1.92% 10
2017
Q1 		$3.44M Sell
55,287
-2,958
-5% -$179K 1.8% 10
2016
Q4 		$3.36M Sell
58,245
-682
-1% -$39.3K 1.76% 9
2016
Q3 		$3.48M Sell
58,927
-3,352
-5% -$194K 1.89% 9
2016
Q2 		$3.48M Buy
62,279
+162
+0.3% +$9.32K 1.93% 9
2016
Q1 		$3.55M Buy
62,117
+588
+1% +$32.4K 1.97% 9
2015
Q4 		$3.61M Sell
61,529
-12,740
-17% -$767K 2.01% 7
2015
Q3 		$4.26M Sell
74,269
-1,265
-2% -$78.1K 2.57% 5
2015
Q2 		$4.8M Sell
75,534
-380
-0.5% -$25.3K 2.75% 5
2015
Q1 		$4.87M Sell
75,914
-2,812
-4% -$177K 3.06% 5
2014
Q4 		$4.79M Buy
78,726
+3,993
+5% +$249K 2.96% 5
2014
Q3 		$4.79M Buy
74,733
+495
+0.7% +$33K 3.02% 5
2014
Q2 		$5.08M Sell
74,238
-9,500
-11% -$651K 3.06% 5
2014
Q1 		$5.63M Buy
83,738
+157
+0.2% +$10.4K 3.67% 4
2013
Q4 		$5.61M Sell
83,581
-647
-0.8% -$42.3K 3.52% 5
2013
Q3 		$5.37M Sell
84,228
-2,271
-3% -$139K 4.09% 4
2013
Q2 		$4.96M Buy
+86,499
New +$5.23M 3.76% 5

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

TCI Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.26% in Q2 2026, selling an estimated $5.25K and leaving 19,852 shares worth $2.06M. The position accounts for 0.09% of the portfolio, ranked #71.

TCI Wealth Advisors first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.63M in Q1 2014. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • TCI Wealth Advisors held 19,852 shares of iShares MSCI EAFE ETF worth $2.06M as of Q2 2026.
  • TCI Wealth Advisors sold 51 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.25K.
  • iShares MSCI EAFE ETF made up 0.09% of TCI Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • TCI Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's iShares MSCI EAFE ETF position peaked at $5.63M in Q1 2014.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.