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

Tiemann Investment 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
2026
Q1 		$11.9M Sell
131,508
-2,236
-2% -$209K 4.67% 4
2025
Q4 		$12M Buy
133,744
+361
+0.3% +$31.9K 4.65% 5
2025
Q3 		$11.6M Buy
133,383
+59
+0% +$5.01K 4.46% 5
2025
Q2 		$11.1M Buy
133,324
+830
+0.6% +$65.9K 4.56% 5
2025
Q1 		$10M Buy
132,494
+4,410
+3% +$330K 4.55% 5
2024
Q4 		$9M Sell
128,084
-2,357
-2% -$174K 4% 5
2024
Q3 		$10.2M Sell
130,441
-6,339
-5% -$475K 4.39% 5
2024
Q2 		$9.94M Sell
136,780
-1,186
-0.9% -$87.3K 4.42% 5
2024
Q1 		$10.2M Buy
137,966
+3,363
+2% +$239K 4.58% 5
2023
Q4 		$9.47M Buy
134,603
+7,798
+6% +$514K 4.6% 5
2023
Q3 		$8.16M Buy
126,805
+9,990
+9% +$669K 4.36% 5
2023
Q2 		$7.89M Buy
116,815
+6,790
+6% +$460K 4.02% 4
2023
Q1 		$7.36M Buy
110,025
+7,132
+7% +$468K 4.02% 4
2022
Q4 		$6.34M Buy
102,893
+4,296
+4% +$253K 3.72% 4
2022
Q3 		$5.19M Buy
98,597
+6,856
+7% +$403K 3.37% 4
2022
Q2 		$5.4M Buy
91,741
+2,591
+3% +$166K 2.88% 4
2022
Q1 		$6.2M Buy
89,150
+10,192
+13% +$721K 2.87% 4
2021
Q4 		$5.89M Buy
78,958
+6,080
+8% +$457K 2.49% 4
2021
Q3 		$5.41M Buy
72,878
+5,320
+8% +$405K 2.57% 4
2021
Q2 		$5.06M Buy
67,558
+1,620
+2% +$122K 2.37% 4
2021
Q1 		$4.75M Buy
65,938
+2,537
+4% +$181K 2.37% 4
2020
Q4 		$4.38M Buy
63,401
+9,624
+18% +$622K 2.33% 5
2020
Q3 		$3.24M Buy
53,777
+10,255
+24% +$619K 2.01% 6
2020
Q2 		$2.49M Buy
43,522
+17,857
+70% +$968K 1.7% 11
2020
Q1 		$1.28M Buy
25,665
+7,291
+40% +$434K 1.11% 21
2019
Q4 		$1.2M Buy
18,374
+1,260
+7% +$79.9K 0.82% 32
2019
Q3 		$1.04M Buy
17,114
+2,248
+15% +$136K 0.76% 40
2019
Q2 		$913K Buy
14,866
+3,687
+33% +$226K 0.66% 50
2019
Q1 		$679K Buy
11,179
+873
+8% +$51.5K 0.52% 54
2018
Q4 		$567K Buy
10,306
+5,780
+128% +$339K 0.51% 56
2018
Q3 		$290K Buy
+4,526
New +$289K 0.22% 128

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Tiemann Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q1 2026, selling an estimated $209K and leaving 131,508 shares worth $11.9M. The position accounts for 4.67% of the portfolio, ranked #4.

Tiemann Investment Advisors first reported a position in IEFA in Q3 2018 and has held it in 31 quarters since. The position peaked at $12M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Tiemann Investment Advisors held 131,508 shares of iShares Core MSCI EAFE ETF worth $11.9M as of Q1 2026.
  • Tiemann Investment Advisors sold 2,236 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $209K.
  • iShares Core MSCI EAFE ETF made up 4.67% of Tiemann Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • Tiemann Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 31 quarters since.
  • Tiemann Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $12M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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