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Tidemark’s iShares MSCI EAFE ETF EFA Stock Holding History

Tidemark’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 		$119K Hold
1,148
– – 0.03% 209
2026
Q1 		$112K Hold
1,148
– – 0.03% 186
2025
Q4 		$110K Hold
1,148
– – 0.03% 174
2025
Q3 		$107K Hold
1,148
– – 0.03% 182
2025
Q2 		$103K Hold
1,148
– – 0.03% 178
2025
Q1 		$93.8K Hold
1,148
– – 0.03% 178
2024
Q4 		$86.8K Hold
1,148
– – 0.03% 182
2024
Q3 		$96K Hold
1,148
– – 0.04% 165
2024
Q2 		$89.9K Sell
1,148
-289
-20% -$22.9K 0.04% 163
2024
Q1 		$115K Hold
1,437
– – 0.06% 154
2023
Q4 		$108K Buy
+1,437
New +$102K 0.07% 154

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Tidemark's EFA Position: Q2 2026 in Review

Tidemark held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1,148 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #209.

Tidemark first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Tidemark held 1,148 shares of iShares MSCI EAFE ETF worth $119K as of Q2 2026.
  • Tidemark left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Tidemark's portfolio in Q2 2026, its #209 holding.
  • Tidemark first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.