Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TIAA Wealth Investment Management LLC (CIK 2124867) reported $14.97B across 613 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEFA ($2.61B, 17.42%), MBB ($1.40B, 9.38%), IEMG ($1.39B, 9.27%), SCZ ($795.3M, 5.31%), ESGU ($763.5M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES CORE MSCI EAFE ETF | $2.61B | 17.42% | 27.1M | Added |
| 2 | MBB | ISHARES MBS ETF | $1.40B | 9.38% | 14.8M | Added |
| 3 | IEMG | ISHARES CORE MSCI EMERGING | $1.39B | 9.27% | 17.0M | Trimmed |
| 4 | SCZ | ISHARES MSCI EAFE SMALL-CAP | $795.3M | 5.31% | 9.7M | Added |
| 5 | ESGU | ISHARES TR ESG AWARE MSCI USA ETF | $763.5M | 5.10% | 4.7M | Trimmed |
| 6 | GOVT | ISHARES TR U S TREAS BD ETF | $609.4M | 4.07% | 26.6M | Added |
| 7 | USIG | ISHARES TR BROAD USD INBD ETFVT GRADE | $597.4M | 3.99% | 11.6M | Added |
| 8 | IWF | ISHARES RUSSELL 1000 GROWTH | $507.2M | 3.39% | 4.2M | Added |
| 9 | USHY | ISHARES TR BROAD USD HIGH YIELD CORPORATE | $420.5M | 2.81% | 11.4M | Added |
| 10 | IWN | ISHARES TR RUSSELL 2000 VALUE ETF | $330.9M | 2.21% | 1.5M | Trimmed |
| 11 | IAGG | ISHARES TR CORE INTL AGGREGATE BD ETF | $326.5M | 2.18% | 6.5M | Added |
| 12 | ESGD | ISHARES TR ESG AWARE MSCI EAFE ETF | $302.4M | 2.02% | 3.0M | Added |
| 13 | GOOGL | ALPHABET INC CL A | $243.1M | 1.62% | 680,229 | Trimmed |
| 14 | NVDA | NVIDIA CORP | $204.1M | 1.36% | 1.0M | Added |
| 15 | QDF | FLEXSHARES QUALITY DIVIDEND | $195.8M | 1.31% | 2.2M | Trimmed |
| 16 | AGG | ISHARES CORE U.S. AGGREGATE | $193.3M | 1.29% | 1.9M | Added |
| 17 | AAPL | APPLE INC | $188.7M | 1.26% | 652,251 | Trimmed |
| 18 | IWO | ISHARES RUSSELL 2000 GROWTH | $182.8M | 1.22% | 468,427 | Added |
| 19 | IWD | ISHARES RUSSELL 1000 VALUE E | $154.4M | 1.03% | 636,075 | Trimmed |
| 20 | ESGE | ISHARES INC ESG AWARE MSCI EM ETF | $149.7M | 1.00% | 2.8M | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $132.0M | 0.88% | 353,950 | Trimmed |
| 22 | AMZN | AMAZON COM INC COM | $130.4M | 0.87% | 546,951 | Trimmed |
| 23 | IQLT | ISHARES TR MSCI INTL QUALITY FACTOR ETF | $106.7M | 0.71% | 2.2M | New |
| 24 | AVGO | BROADCOM INC | $105.3M | 0.70% | 278,810 | Trimmed |
| 25 | IWB | ISHARES RUSSELL 1000 ETF | $94.8M | 0.63% | 233,438 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30