Tidemark’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tidemark’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 Q2	$727K	Sell	7,532 -139	-2%	-$13.4K	0.16%	73
2026 Q1	$694K	Buy	+7,671	New	+$716K	0.18%	65
2025 Q4	–	Sell	-2,329	Closed	-$203K	–	687
2025 Q3	$203K	Sell	2,329 -14	-0.6%	-$1.19K	0.06%	132
2025 Q2	$196K	Sell	2,343 -134	-5%	-$10.6K	0.06%	122
2025 Q1	$187K	Sell	2,477 -5,014	-67%	-$375K	0.07%	119
2024 Q4	$526K	Sell	7,491 -98	-1%	-$7.23K	0.2%	64
2024 Q3	$592K	Buy	7,589 +416	+6%	+$31.1K	0.24%	58
2024 Q2	$521K	Buy	7,173 +338	+5%	+$24.9K	0.24%	61
2024 Q1	$507K	Buy	6,835 +4,238	+163%	+$302K	0.28%	69
2023 Q4	$183K	Buy	+2,597	New	+$171K	0.11%	118

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tidemark's IEFA Position: Q2 2026 in Review

Tidemark reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, selling an estimated $13.4K and leaving 7,532 shares worth $727K. The position accounts for 0.16% of the portfolio, ranked #73.

Tidemark first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tidemark held 7,532 shares of iShares Core MSCI EAFE ETF worth $727K as of Q2 2026.
Tidemark sold 139 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.4K.
iShares Core MSCI EAFE ETF made up 0.16% of Tidemark's portfolio in Q2 2026, its #73 holding.
Tidemark first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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