TIA
EFA icon

Tiemann Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Tiemann Investment 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
2026
Q1 		$1.04M Sell
10,710
-375
-3% -$37.5K 0.41% 55
2025
Q4 		$1.06M Sell
11,085
-5,760
-34% -$546K 0.41% 53
2025
Q3 		$1.57M Buy
16,845
+5,501
+48% +$500K 0.6% 36
2025
Q2 		$1.01M Hold
11,344
– – 0.42% 55
2025
Q1 		$927K Sell
11,344
-40
-0.4% -$3.22K 0.42% 54
2024
Q4 		$861K Buy
11,384
+1
+0% +$79 0.38% 56
2024
Q3 		$952K Sell
11,383
-314
-3% -$25.3K 0.41% 53
2024
Q2 		$916K Sell
11,697
-910
-7% -$72.1K 0.41% 52
2024
Q1 		$1.01M Sell
12,607
-1,160
-8% -$88.7K 0.45% 48
2023
Q4 		$1.04M Sell
13,767
-1,339
-9% -$94.6K 0.5% 45
2023
Q3 		$1.04M Sell
15,106
-485
-3% -$34.7K 0.56% 43
2023
Q2 		$1.13M Sell
15,591
-225
-1% -$16.3K 0.58% 42
2023
Q1 		$1.13M Sell
15,816
-674
-4% -$47.1K 0.62% 41
2022
Q4 		$1.08M Sell
16,490
-41
-0.2% -$2.57K 0.63% 40
2022
Q3 		$926K Sell
16,531
-248
-1% -$15.5K 0.6% 42
2022
Q2 		$1.05M Buy
16,779
+3
+0% +$204 0.56% 49
2022
Q1 		$1.24M Hold
16,776
– – 0.57% 47
2021
Q4 		$1.32M Sell
16,776
-28
-0.2% -$2.22K 0.56% 48
2021
Q3 		$1.31M Sell
16,804
-1,360
-7% -$109K 0.62% 40
2021
Q2 		$1.43M Buy
18,164
+118
+0.7% +$9.37K 0.67% 39
2021
Q1 		$1.37M Sell
18,046
-328
-2% -$24.7K 0.68% 37
2020
Q4 		$1.34M Sell
18,374
-15
-0.1% -$1.03K 0.71% 35
2020
Q3 		$1.17M Sell
18,389
-775
-4% -$49.6K 0.73% 38
2020
Q2 		$1.17M Sell
19,164
-386
-2% -$22.3K 0.8% 34
2020
Q1 		$1.04M Sell
19,550
-418
-2% -$26.5K 0.91% 30
2019
Q4 		$1.39M Sell
19,968
-460
-2% -$31.1K 0.95% 26
2019
Q3 		$1.33M Sell
20,428
-520
-2% -$33.5K 0.97% 27
2019
Q2 		$1.38M Sell
20,948
-245
-1% -$16K 1% 25
2019
Q1 		$1.38M Sell
21,193
-265
-1% -$16.7K 1.05% 27
2018
Q4 		$1.26M Sell
21,458
-80
-0.4% -$5K 1.13% 25
2018
Q3 		$1.46M Sell
21,538
-905
-4% -$61.1K 1.11% 23
2018
Q2 		$1.5M Sell
22,443
-503
-2% -$35.3K 1.2% 19
2018
Q1 		$1.6M Buy
22,946
+230
+1% +$16.4K 1.29% 14
2017
Q4 		$1.6M Buy
22,716
+56
+0.2% +$3.89K 1.27% 17
2017
Q3 		$1.55M Sell
22,660
-530
-2% -$35.4K 1.31% 17
2017
Q2 		$1.51M Buy
23,190
+40
+0.2% +$2.59K 1.36% 16
2017
Q1 		$1.44M Sell
23,150
-422
-2% -$25.5K 1.34% 17
2016
Q4 		$1.36M Sell
23,572
-1,190
-5% -$68.6K 1.33% 18
2016
Q3 		$1.46M Sell
24,762
-1,115
-4% -$64.6K 1.34% 17
2016
Q2 		$1.44M Sell
25,877
-1,672
-6% -$96.2K 1.35% 17
2016
Q1 		$1.57M Buy
27,549
+250
+0.9% +$13.8K 1.56% 13
2015
Q4 		$1.6M Buy
27,299
+7,150
+35% +$431K 1.63% 11
2015
Q3 		$1.16M Buy
20,149
+5,825
+41% +$360K 1.26% 18
2015
Q2 		$909K Sell
14,324
-530
-4% -$35.3K 0.93% 25
2015
Q1 		$953K Buy
14,854
+1,333
+10% +$83.9K 0.99% 22
2014
Q4 		$823K Sell
13,521
-1,376
-9% -$85.9K 0.88% 28
2014
Q3 		$955K Buy
14,897
+86
+0.6% +$5.74K 1.06% 24
2014
Q2 		$1.01M Sell
14,811
-89
-0.6% -$6.1K 1.12% 20
2014
Q1 		$1M Buy
14,900
+2,003
+16% +$132K 1.12% 21
2013
Q4 		$865K Buy
+12,897
New +$843K 1.02% 26

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiemann Investment Advisors's EFA Position: Q1 2026 in Review

Tiemann Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q1 2026, selling an estimated $37.5K and leaving 10,710 shares worth $1.04M. The position accounts for 0.41% of the portfolio, ranked #55.

Tiemann Investment Advisors first reported a position in EFA in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.6M in Q4 2015. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Tiemann Investment Advisors held 10,710 shares of iShares MSCI EAFE ETF worth $1.04M as of Q1 2026.
  • Tiemann Investment Advisors sold 375 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $37.5K.
  • iShares MSCI EAFE ETF made up 0.41% of Tiemann Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • Tiemann Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 50 quarters since.
  • Tiemann Investment Advisors's iShares MSCI EAFE ETF position peaked at $1.6M in Q4 2015.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.