TIEDEMANN ADVISORS, LLC EFA β€” ISHARES MSCI EAFE INDEX

Ownership history in TIEDEMANN ADVISORS, LLC  Β·  33 quarters on record

AI Ownership Summary

TIEDEMANN ADVISORS, LLC reported ISHARES MSCI EAFE INDEX (EFA) in 33 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TIEDEMANN ADVISORS, LLC's position in ISHARES MSCI EAFE INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
33 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFA stock page TIEDEMANN ADVISORS, LLC fund profile TIEDEMANN ADVISORS, LLC full holdings
How TIEDEMANN ADVISORS, LLC held EFA β€” position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
33 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EFA

As of 2026 Q1 β€” sorted by position size

Ryan Investment Management, Inc. 20.41% ARRIEN INVESTMENTS, INC. 13.66% HT Partners LLC 3Y 7Y 13.25% LWM ADVISORS INC 11.85% CAPE ANN SAVINGS BANK 3Y 7Y 10.99% Antonelli Financial Advisors, LLC 10.15% Fluent Financial, LLC 3Y 7Y 8.76% COREPATH WEALTH PARTNERS LLC 3Y 8.11% COLTON GROOME FINANCIAL ADVISORS, LLC 3Y 8.09% Presper Financial Architects, LLC 7.97%

FAQ About TIEDEMANN ADVISORS, LLC and EFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has TIEDEMANN ADVISORS, LLC reported owning EFA?

TIEDEMANN ADVISORS, LLC reported EFA across 0 quarterly 13F filings.

What was the largest reported EFA position in TIEDEMANN ADVISORS, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for EFA in TIEDEMANN ADVISORS, LLC.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2023 Q3, when TIEDEMANN ADVISORS, LLC reported 5,090,731 shares, equal to 15.04% of portfolio, with an estimated market value of $350.9M.

What does the chart on this EFA ownership page compare?

The chart compares TIEDEMANN ADVISORS, LLC's quarterly EFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TIEDEMANN ADVISORS, LLC time their EFA position?

Based on 13F filing dates vs. subsequent EFA price moves, TIEDEMANN ADVISORS, LLC correctly timed 17 out of 32 reported position changes (53%). The annualised alpha on EFA relative to SPY over the holding period was -7.4%.

← Back to TIEDEMANN ADVISORS, LLC Holdings