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TIEMANN INVESTMENT ADVISORS, LLC Historic Quarter Change: USA ETF, Reduced

TIEMANN INVESTMENT ADVISORS, LLC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 21 quarters from 2013-12-31 to 2026-06-30, TIEMANN INVESTMENT ADVISORS, LLC opened 51 positions, added to 306, reduced 310 and sold out of 37.

  • Q2 2026: Stock IEFA; Country of operation —; Class CORE MSCI EAFE; Shares before 131,508.
  • Q2 2026: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 23,236.
  • Q2 2026: Stock IJT; Country of operation —; Class S&P SML 600 GWT; Shares before 15,029.
  • Q2 2026: Stock IJS; Country of operation —; Class SP SMCP600VL ETF; Shares before 25,591.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1575151), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-02); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-29); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-28); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-01); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IEFA
ISHARES TR
CORE MSCI EAFE131,508130,977-531$11,905,419$12,649,759+$744,3402026-08-07
Q2 2026IJR
ISHARES TR
CORE S&P SCP ETF23,23622,973-263$2,888,467$3,407,126+$518,6592026-08-07
Q2 2026IJT
ISHARES TR
S&P SML 600 GWT15,02914,973-56$2,174,989$2,674,353+$499,3642026-08-07
Q2 2026IJS
ISHARES TR
SP SMCP600VL ETF25,59125,396-195$3,031,304$3,471,183+$439,8792026-08-07
Q2 2026IJK
ISHARES TR
S&P MC 400GR ETF19,83019,735-95$1,995,295$2,318,863+$323,5682026-08-07
Q2 2026IJH
ISHARES TR
CORE S&P MCP ETF35,28535,044-241$2,382,796$2,702,243+$319,4472026-08-07
Q2 2026EEM
ISHARES TR
MSCI EMG MKT ETF30,02529,275-750$1,705,175$2,002,769+$297,5942026-08-07
Q2 2026IJJ
ISHARES TR
S&P MC 400VL ETF18,99118,904-87$2,516,308$2,792,688+$276,3802026-08-07
Q2 2026MDY
STATE STR SPDR S&P MIDCAP 40
UTSER1 S&PDCRP2,9062,902-4$1,792,305$2,041,093+$248,7882026-08-07
Q2 2026IWB
ISHARES TR
RUS 1000 ETF4,8104,760-50$1,715,054$1,949,220+$234,1662026-08-07
Q2 2026IEMG
ISHARES INC
CORE MSCI EMKT17,89317,838-55$1,248,037$1,477,700+$229,6632026-08-07
Q2 2026IVV
ISHARES TR
CORE S&P500 ETF2,3612,358-3$1,542,229$1,765,883+$223,6542026-08-07
Q2 2026IVW
ISHARES TR
S&P 500 GRWT ETF11,76511,062-703$1,330,739$1,521,357+$190,6182026-08-07
Q2 2026VTI
VANGUARD INDEX FDS
TOTAL STK MKT3,9193,899-20$1,257,348$1,442,894+$185,5462026-08-07
Q2 2026SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF46,47646,145-331$1,166,568$1,336,379+$169,8112026-08-07
Q2 2026SCHA
SCHWAB STRATEGIC TR
US SML CAP ETF19,19219,127-65$558,103$691,059+$132,9562026-08-07
Q2 2026EWJ
ISHARES INC
MSCI JAPAN ETF15,20715,007-200$1,284,079$1,399,703+$115,6242026-08-07
Q2 2026IVE
ISHARES TR
S&P 500 VAL ETF8,4848,359-125$1,791,397$1,897,995+$106,5982026-08-07
Q2 2026EWN
ISHARES INC
MSCI NETHERL ETF8,2258,025-200$473,020$564,479+$91,4592026-08-07
Q2 2026EFA
ISHARES TR
MSCI EAFE ETF10,71010,610-100$1,040,262$1,102,167+$61,9052026-08-07
Q2 2026SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF15,47615,411-65$383,031$426,885+$43,8542026-08-07
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF9,1258,955-170$493,206$534,524+$41,3182026-08-07
Q2 2026EWQ
ISHARES INC
MSCI FRANCE ETF8,8808,780-100$385,214$398,875+$13,6612026-08-07
Q2 2026JPEM
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT37,16536,960-205$2,308,935$2,320,349+$11,4142026-08-07
Q2 2026EWG
ISHARES INC
MSCI GERMANY ETF8,5638,463-100$339,694$350,114+$10,4202026-08-07
Q2 2026LQD
ISHARES TR
IBOXX INV CP ETF4,0974,067-30$446,639$443,695-$2,9442026-08-07

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