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Tiller Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tiller Private Wealth’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 		$240K Sell
2,485
-350
-12% -$33.6K 0.08% 62
2026
Q1 		$257K Buy
2,835
+145
+5% +$13.5K 0.09% 56
2025
Q4 		$241K Sell
2,690
-225
-8% -$19.9K 0.09% 55
2025
Q3 		$255K Buy
+2,915
New +$248K 0.09% 53

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Tiller Private Wealth's IEFA Position: Q2 2026 in Review

Tiller Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, selling an estimated $33.6K and leaving 2,485 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #62.

Tiller Private Wealth first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. The position peaked at $257K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Tiller Private Wealth held 2,485 shares of iShares Core MSCI EAFE ETF worth $240K as of Q2 2026.
  • Tiller Private Wealth sold 350 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $33.6K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Tiller Private Wealth's portfolio in Q2 2026, its #62 holding.
  • Tiller Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • Tiller Private Wealth's iShares Core MSCI EAFE ETF position peaked at $257K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.