Tennessee Valley Asset Management Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tennessee Valley Asset Management Partners’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.2M	Sell	345,144 -35,775	-9%	-$3.34M	4.13%	7
2025 Q4	$34.1M	Buy	380,919 +11,850	+3%	+$1.05M	4.42%	6
2025 Q3	$32.2M	Buy	+369,069	New	+$31.4M	4.37%	6
2025 Q2	–	Sell	-358,214	Closed	-$27.1M	–	110
2025 Q1	$27.1M	Buy	358,214 +35,488	+11%	+$2.65M	4.42%	5
2024 Q4	$22.7M	Buy	322,726 +453	+0.1%	+$33.4K	3.8%	6
2024 Q3	$25.2M	Buy	322,273 +310,359	+2,605%	+$23.2M	4.16%	6
2024 Q2	$865K	Sell	11,914 -422	-3%	-$31.1K	0.16%	68
2024 Q1	$916K	Sell	12,336 -14,246	-54%	-$1.01M	0.22%	48
2023 Q4	$1.87M	Buy	26,582 +17,107	+181%	+$1.13M	0.26%	52
2023 Q3	$610K	Buy	9,475 +98	+1%	+$6.56K	0.2%	60
2023 Q2	$633K	Buy	9,377 +959	+11%	+$65K	0.2%	59
2023 Q1	$563K	Sell	8,418 -2,660	-24%	-$174K	0.18%	57
2022 Q4	$683K	Sell	11,078 -903	-8%	-$53.1K	0.24%	53
2022 Q3	$631K	Sell	11,981 -460	-4%	-$27K	0.25%	50
2022 Q2	$732K	Buy	12,441 +16	+0.1%	+$1.03K	0.28%	35
2022 Q1	$864K	Buy	12,425 +1,132	+10%	+$80.1K	0.29%	32
2021 Q4	$843K	Buy	11,293 +6	+0.1%	+$451	0.28%	31
2021 Q3	$838K	Buy	11,287 +886	+9%	+$67.4K	0.32%	27
2021 Q2	$1K	Sell	10,401 -16,109	-61%	-$1.22M	0.47%	19
2021 Q1	$1.91M	Sell	26,510 -18,135	-41%	-$1.3M	0.48%	25
2020 Q4	$3.08M	Buy	44,645 +20,787	+87%	+$1.34M	0.74%	23
2020 Q3	$1.44M	Sell	23,858 -19,749	-45%	-$1.19M	0.85%	21
2020 Q2	$2.49M	Sell	43,607 -130,249	-75%	-$7.06M	1.62%	10
2020 Q1	$8.67M	Buy	173,856 +14,485	+9%	+$862K	6.52%	6
2019 Q4	$10.4M	Buy	159,371 +14,863	+10%	+$943K	6.58%	4
2019 Q3	$8.82M	Buy	144,508 +11,374	+9%	+$687K	6.42%	4
2019 Q2	$8.17M	Buy	133,134 +18,988	+17%	+$1.16M	6.18%	4
2019 Q1	$6.94M	Buy	114,146 +107,306	+1,569%	+$6.33M	5.99%	4
2018 Q4	$376K	Buy	+6,840	New	+$401K	0.43%	36

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tennessee Valley Asset Management Partners's IEFA Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q1 2026, selling an estimated $3.34M and leaving 345,144 shares worth $31.2M. The position accounts for 4.13% of the portfolio, ranked #7.

Tennessee Valley Asset Management Partners first reported a position in IEFA in Q4 2018 and has held it in 29 quarters since. The position peaked at $34.1M in Q4 2025. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Tennessee Valley Asset Management Partners held 345,144 shares of iShares Core MSCI EAFE ETF worth $31.2M as of Q1 2026.
Tennessee Valley Asset Management Partners sold 35,775 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.34M.
iShares Core MSCI EAFE ETF made up 4.13% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #7 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 29 quarters since.
Tennessee Valley Asset Management Partners's iShares Core MSCI EAFE ETF position peaked at $34.1M in Q4 2025.
2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.