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TIAA Wealth Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

TIAA Wealth Investment Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129K Buy
1,688
+1,572
+1,355% +$122K ﹤0.01% 351
2026
Q1 		$8.39K Buy
+116
New +$8.72K ﹤0.01% 514

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TIAA Wealth Investment Management's EFV Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 1,355% in Q2 2026, buying an estimated $122K and bringing the position to 1,688 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

TIAA Wealth Investment Management first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 1,205 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • TIAA Wealth Investment Management held 1,688 shares of iShares MSCI EAFE Value ETF worth $129K as of Q2 2026.
  • TIAA Wealth Investment Management bought 1,572 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $122K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #351 holding.
  • TIAA Wealth Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.