TIM
EFA icon

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
2019
Q3 		– Sell
-3,700
Closed -$5K – 606
2019
Q2 		$5K Buy
+3,700
New +$242K ﹤0.01% 493

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Tortoise Investment Management's EFA Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, selling an estimated $177K and leaving 12,844 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #119.

Tortoise Investment Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.71M in Q2 2014. 1,541 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Tortoise Investment Management held 12,844 shares of iShares MSCI EAFE ETF worth $1.33M as of Q2 2026.
  • Tortoise Investment Management sold 1,725 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $177K.
  • iShares MSCI EAFE ETF made up 0.1% of Tortoise Investment Management's portfolio in Q2 2026, its #119 holding.
  • Tortoise Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Tortoise Investment Management's iShares MSCI EAFE ETF position peaked at $4.71M in Q2 2014.
  • 1,541 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.