Tiedemann Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Tiedemann Advisors’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
2020 Q1	–	Sell	-80,300,000	Closed	-$161K	–	303
2019 Q4	$161K	Buy	+80,300,000	New	+$5.42B	0.01%	291

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiedemann Advisors's EFA Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 25% in Q3 2023, buying an estimated $72.5M and bringing the position to 5,090,731 shares worth $351M. The position accounts for 15.04% of the portfolio, ranked #1.

Tiedemann Advisors first reported a position in EFA in Q2 2015 and has held it in 32 quarters since. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Tiedemann Advisors held 5,090,731 shares of iShares MSCI EAFE ETF worth $351M as of Q3 2023.
Tiedemann Advisors bought 1,012,561 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $72.5M.
iShares MSCI EAFE ETF made up 15.04% of Tiedemann Advisors's portfolio in Q3 2023, its #1 holding.
Tiedemann Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2015 and has held it in 32 quarters since.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.