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Tortoise Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Tortoise Investment Management’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 		$1.42M Sell
14,569
-389
-3% -$38.9K 0.12% 110
2025
Q4 		$1.44M Sell
14,958
-1,400
-9% -$133K 0.13% 106
2025
Q3 		$1.53M Hold
16,358
– – 0.14% 100
2025
Q2 		$1.46M Sell
16,358
-113
-0.7% -$9.65K 0.14% 97
2025
Q1 		$1.35M Sell
16,471
-100
-0.6% -$8.06K 0.14% 97
2024
Q4 		$1.25M Hold
16,571
– – 0.13% 103
2024
Q3 		$1.39M Sell
16,571
-100
-0.6% -$8.05K 0.14% 99
2024
Q2 		$1.31M Sell
16,671
-45
-0.3% -$3.56K 0.15% 98
2024
Q1 		$1.33M Sell
16,716
-600
-3% -$45.9K 0.16% 95
2023
Q4 		$1.3M Buy
17,316
+432
+3% +$30.5K 0.18% 89
2023
Q3 		$1.16M Buy
16,884
+198
+1% +$14.2K 0.17% 93
2023
Q2 		$1.21M Hold
16,686
– – 0.18% 95
2023
Q1 		$1.19M Sell
16,686
-1,887
-10% -$132K 0.19% 92
2022
Q4 		$1.22M Sell
18,573
-100
-0.5% -$6.26K 0.21% 88
2022
Q3 		$1.05M Sell
18,673
-820
-4% -$51.1K 0.2% 87
2022
Q2 		$1.22M Sell
19,493
-150
-0.8% -$10.2K 0.24% 82
2022
Q1 		$1.45M Sell
19,643
-500
-2% -$37.4K 0.27% 74
2021
Q4 		$1.58M Hold
20,143
– – 0.3% 63
2021
Q3 		$1.57M Sell
20,143
-200
-1% -$16K 0.32% 57
2021
Q2 		$1.6M Sell
20,343
-250
-1% -$19.9K 0.33% 55
2021
Q1 		$1.56M Sell
20,593
-15
-0.1% -$1.13K 0.34% 54
2020
Q4 		$1.5M Sell
20,608
-4,850
-19% -$332K 0.34% 52
2020
Q3 		$1.62M Sell
25,458
-275
-1% -$17.6K 0.4% 50
2020
Q2 		$1.57M Sell
25,733
-2,585
-9% -$149K 0.4% 52
2020
Q1 		$1.51M Sell
28,318
-11,801
-29% -$749K 0.44% 50
2019
Q4 		$2.79M Buy
40,119
+260
+0.7% +$17.6K 0.66% 39
2019
Q3 		$2.6M Sell
39,859
-660
-2% -$42.5K 0.67% 39
2019
Q2 		$2.66M Sell
40,519
-300
-0.7% -$19.6K 0.67% 38
2019
Q1 		$2.65M Sell
40,819
-2,230
-5% -$140K 0.69% 35
2018
Q4 		$2.53M Sell
43,049
-641
-1% -$40K 0.68% 37
2018
Q3 		$2.97M Hold
43,690
– – 0.78% 30
2018
Q2 		$2.93M Sell
43,690
-400
-0.9% -$28K 0.8% 29
2018
Q1 		$3.07M Sell
44,090
-800
-2% -$57K 0.85% 27
2017
Q4 		$3.16M Sell
44,890
-3,312
-7% -$230K 0.91% 23
2017
Q3 		$3.3M Sell
48,202
-1,567
-3% -$105K 1% 22
2017
Q2 		$3.25M Hold
49,769
– – 1.05% 22
2017
Q1 		$3.1M Sell
49,769
-400
-0.8% -$24.2K 1.01% 23
2016
Q4 		$2.9M Sell
50,169
-215
-0.4% -$12.4K 1% 25
2016
Q3 		$2.98M Sell
50,384
-1,750
-3% -$101K 1.01% 25
2016
Q2 		$2.91M Sell
52,134
-1,632
-3% -$93.9K 1.01% 24
2016
Q1 		$3.07M Sell
53,766
-4,805
-8% -$265K 1.1% 22
2015
Q4 		$3.44M Sell
58,571
-1,232
-2% -$74.2K 1.23% 20
2015
Q3 		$3.43M Sell
59,803
-4,780
-7% -$295K 1.3% 20
2015
Q2 		$4.1M Sell
64,583
-470
-0.7% -$31.3K 1.54% 17
2015
Q1 		$4.17M Sell
65,053
-2,580
-4% -$162K 1.59% 18
2014
Q4 		$4.12M Sell
67,633
-405
-0.6% -$25.3K 1.65% 16
2014
Q3 		$4.36M Sell
68,038
-879
-1% -$58.6K 1.83% 14
2014
Q2 		$4.71M Sell
68,917
-21
-0% -$1.44K 1.97% 13
2014
Q1 		$4.63M Sell
68,938
-87
-0.1% -$5.75K 2.14% 12
2013
Q4 		$4.63M Sell
69,025
-550
-0.8% -$35.9K 2.54% 9
2013
Q3 		$4.44M Sell
69,575
-2,000
-3% -$123K 2.68% 10
2013
Q2 		$4.1M Buy
+71,575
New +$4.33M 2.71% 10

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

Tortoise Investment Management's EFA Position: Q1 2026 in Review

Tortoise Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q1 2026, selling an estimated $38.9K and leaving 14,569 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #110.

Tortoise Investment Management first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.71M in Q2 2014. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Tortoise Investment Management held 14,569 shares of iShares MSCI EAFE ETF worth $1.42M as of Q1 2026.
  • Tortoise Investment Management sold 389 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $38.9K.
  • iShares MSCI EAFE ETF made up 0.12% of Tortoise Investment Management's portfolio in Q1 2026, its #110 holding.
  • Tortoise Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's iShares MSCI EAFE ETF position peaked at $4.71M in Q2 2014.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.