TCI Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $872K | Hold |
9,033
| – | – | 0.04% | 125 |
|
|
2026
Q1 | $818K | Sell |
9,033
-429
| -5% | -$40K | 0.04% | 116 |
|
|
2025
Q4 | $846K | Sell |
9,462
-1,036
| -10% | -$91.6K | 0.05% | 111 |
|
|
2025
Q3 | $917K | Buy |
10,498
+195
| +2% | +$16.6K | 0.05% | 106 |
|
|
2025
Q2 | $860K | Buy |
10,303
+1,134
| +12% | +$90K | 0.06% | 108 |
|
|
2025
Q1 | $694K | Buy |
9,169
+3,697
| +68% | +$276K | 0.06% | 103 |
|
|
2024
Q4 | $385K | Sell |
5,472
-221
| -4% | -$16.3K | 0.03% | 151 |
|
|
2024
Q3 | $444K | Buy |
5,693
+127
| +2% | +$9.51K | 0.04% | 142 |
|
|
2024
Q2 | $404K | Buy |
+5,566
| New | +$410K | 0.04% | 143 |
|
|
2023
Q2 | – | Sell |
-65
| Closed | -$4.35K | – | 1141 |
|
|
2023
Q1 | $4.35K | Sell |
65
-52
| -44% | -$3.41K | ﹤0.01% | 1625 |
|
|
2022
Q4 | $7.21K | Sell |
117
-223
| -66% | -$13.1K | ﹤0.01% | 1290 |
|
|
2022
Q3 | $18K | Buy |
340
+275
| +423% | +$16.2K | ﹤0.01% | 702 |
|
|
2022
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 1629 |
|
|
2022
Q1 | $5K | Sell |
65
-883
| -93% | -$62.5K | ﹤0.01% | 1552 |
|
|
2021
Q4 | $71K | Sell |
948
-159
| -14% | -$11.9K | 0.01% | 324 |
|
|
2021
Q3 | $82K | Buy |
1,107
+754
| +214% | +$57.4K | 0.01% | 323 |
|
|
2021
Q2 | $26K | Buy |
353
+241
| +215% | +$18.2K | ﹤0.01% | 547 |
|
|
2021
Q1 | $8K | Hold |
112
| – | – | ﹤0.01% | 981 |
|
|
2020
Q4 | $8K | Hold |
112
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $7K | Hold |
112
| – | – | ﹤0.01% | 673 |
|
|
2020
Q2 | $6K | Sell |
112
-63
| -36% | -$3.41K | ﹤0.01% | 688 |
|
|
2020
Q1 | $9K | Buy |
175
+47
| +37% | +$2.8K | ﹤0.01% | 589 |
|
|
2019
Q4 | $8K | Buy |
+128
| New | +$8.12K | ﹤0.01% | 750 |
|
|
2019
Q3 | – | Sell |
-54
| Closed | -$3K | – | 1549 |
|
|
2019
Q2 | $3K | Sell |
54
-12
| -18% | -$735 | ﹤0.01% | 898 |
|
|
2019
Q1 | $4K | Sell |
66
-215
| -77% | -$12.7K | ﹤0.01% | 847 |
|
|
2018
Q4 | $15K | Buy |
+281
| New | +$16.5K | 0.01% | 531 |
|
|
2018
Q1 | – | Sell |
-536
| Closed | -$35K | – | 1386 |
|
|
2017
Q4 | $35K | Buy |
+536
| New | +$34.9K | 0.02% | 396 |
|
|
2016
Q2 | – | Sell |
-989
| Closed | -$53K | – | 1333 |
|
|
2016
Q1 | $53K | Buy |
+989
| New | +$50.4K | 0.03% | 296 |
|
|
2015
Q1 | – | Sell |
-50
| Closed | -$3K | – | 912 |
|
|
2014
Q4 | $3K | Buy |
+50
| New | +$2.84K | ﹤0.01% | 658 |
|
Other funds holding IEFA
BP
S
RIG
GC
BB
TCI Wealth Advisors's IEFA Position: Q2 2026 in Review
TCI Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 9,033 shares worth $872K. The position accounts for 0.04% of the portfolio, ranked #125.
TCI Wealth Advisors first reported a position in IEFA in Q4 2014 and has held it in 29 quarters since. The position peaked at $917K in Q3 2025. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- TCI Wealth Advisors held 9,033 shares of iShares Core MSCI EAFE ETF worth $872K as of Q2 2026.
- TCI Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
- iShares Core MSCI EAFE ETF made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #125 holding.
- TCI Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 29 quarters since.
- TCI Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $917K in Q3 2025.
- 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.