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

Tortoise Investment Management’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
2013
Q4 		– Sell
-2,500
Closed -$10K – 362
2013
Q3 		$10K Hold
2,500
– – 0.01% 234
2013
Q2 		$5K Buy
+2,500
New +$135K ﹤0.01% 290

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 IEFA Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q2 2026, selling an estimated $295K and leaving 152,455 shares worth $14.7M. The position accounts for 1.1% of the portfolio, ranked #25.

Tortoise Investment Management first reported a position in IEFA in Q2 2013 and has held it in 53 quarters since. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Tortoise Investment Management held 152,455 shares of iShares Core MSCI EAFE ETF worth $14.7M as of Q2 2026.
  • Tortoise Investment Management sold 3,075 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $295K.
  • iShares Core MSCI EAFE ETF made up 1.1% of Tortoise Investment Management's portfolio in Q2 2026, its #25 holding.
  • Tortoise Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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