StockDriftsStockDriftsTop 50 TIAA Wealth Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR CORE MSCI EAFE ETF | 17.42% | 27.08M | $2.61B | +6.91%(+1.75M) | $90.13(+12.10%) | 2026-06-30 | |
| MBB | ISHARES TR MBS ETF | 9.38% | 14.81M | $1.40B | +5.21%(+733.06K) | $95.06(-2.02%) | 2026-06-30 | |
| IEMG | ISHARES INC CORE MSCI EMERGING MKTS | 9.27% | 16.98M | $1.39B | -5.27%(-943.51K) | $68.49(+17.14%) | 2026-06-30 | |
| SCZ | ISHARES TR MSCI EAFE SMALL CAP ETF | 5.31% | 9.65M | $795.3M | +1.80%(+170.33K) | $77.99(+10.71%) | 2026-06-30 | |
| ESGU | ISHARES TR ESG AWARE MSCI USA ETF | 5.1% | 4.70M | $763.5M | -4.14%(-203.07K) | $145.20(+16.82%) | 2026-06-30 | |
| GOVT | ISHARES TR U S TREAS BD ETF | 4.07% | 26.65M | $609.4M | +4.06%(+1.04M) | $22.96(-2.24%) | 2026-06-30 | |
| USIG | ISHARES TR BROAD USD INBD ETFVT GRADE | 3.99% | 11.60M | $597.4M | +2.00%(+226.94K) | $51.49(-2.36%) | 2026-06-30 | |
| IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | 3.39% | 4.16M | $507.2M | -2.54%(-108.53K) | $112.46(+11.41%) | 2026-06-30 | |
| USHY | ISHARES TR BROAD USD HIGH YIELD CORPORATE | 2.81% | 11.36M | $420.5M | +0.65%(+73.56K) | $37.12(-0.90%) | 2026-06-30 | |
| IWN | ISHARES TR RUSSELL 2000 VALUE ETF | 2.21% | 1.50M | $330.9M | -3.24%(-50.12K) | $185.40(+21.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.98% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.68% |
TIAA Wealth Investment Management LLC reports $14.97B in US-listed equity holdings across 617 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (17.4%), MBB (9.4%) and IEMG (9.3%). The top 20 holdings account for 77.24% of reported assets. Its disclosed equity book has returned +7.98% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from TIAA Wealth Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2124867). View TIAA Wealth Investment Management LLC’s 13F filings on SEC