Tiedemann Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tiedemann Advisors’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
2023 Q3	$1.82M	Buy	28,310 +2,335	+9%	+$156K	0.08%	78
2023 Q2	$1.75M	Buy	25,975 +4,158	+19%	+$282K	0.07%	83
2023 Q1	$1.46M	Buy	21,817 +6,956	+47%	+$456K	0.07%	90
2022 Q4	$916K	Buy	14,861 +1,873	+14%	+$110K	0.04%	123
2022 Q3	$684K	Sell	12,988 -8,355	-39%	-$491K	0.04%	134
2022 Q2	$1.25M	Sell	21,343 -101	-0.5%	-$6.48K	0.09%	97
2022 Q1	$1.49M	Buy	+21,444	New	+$1.52M	0.08%	112
2020 Q4	–	Sell	-6,787	Closed	-$410K	–	336
2020 Q3	$410K	Sell	6,787 -3,375	-33%	-$204K	0.02%	238
2020 Q2	$581K	Sell	10,162 -21,697	-68%	-$1.18M	0.03%	201
2020 Q1	$1.59M	Sell	31,859 -5,934	-16%	-$353K	0.1%	118
2019 Q4	$2.47M	Sell	37,793 -7,106	-16%	-$451K	0.12%	100
2019 Q3	$2.74M	Buy	44,899 +5,384	+14%	+$325K	0.13%	103
2019 Q2	$2.42M	Buy	39,515 +15,842	+67%	+$971K	0.12%	95
2019 Q1	$1.44M	Sell	23,673 -6,355	-21%	-$375K	0.07%	167
2018 Q4	$1.65M	Buy	30,028 +4,824	+19%	+$283K	0.08%	151
2018 Q3	$1.61M	Buy	25,204 +2,421	+11%	+$154K	0.1%	129
2018 Q2	$1.44M	Buy	+22,783	New	+$1.51M	0.09%	129

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tiedemann Advisors's IEFA Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9% in Q3 2023, buying an estimated $156K and bringing the position to 28,310 shares worth $1.82M. The position accounts for 0.08% of the portfolio, ranked #78.

Tiedemann Advisors first reported a position in IEFA in Q2 2018 and has held it in 17 quarters since. The position peaked at $2.74M in Q3 2019. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Tiedemann Advisors held 28,310 shares of iShares Core MSCI EAFE ETF worth $1.82M as of Q3 2023.
Tiedemann Advisors bought 2,335 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $156K.
iShares Core MSCI EAFE ETF made up 0.08% of Tiedemann Advisors's portfolio in Q3 2023, its #78 holding.
Tiedemann Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 17 quarters since.
Tiedemann Advisors's iShares Core MSCI EAFE ETF position peaked at $2.74M in Q3 2019.
1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

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