TWM
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Tanager Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tanager Wealth 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
2026
Q2 		$11M Sell
114,019
-2,568
-2% -$247K 0.96% 26
2026
Q1 		$10.6M Sell
116,587
-1,768
-1% -$165K 1.02% 25
2025
Q4 		$10.6M Buy
118,355
+2,162
+2% +$191K 1.06% 23
2025
Q3 		$10.1M Sell
116,193
-2,538
-2% -$216K 1.07% 24
2025
Q2 		$9.91M Sell
118,731
-363
-0.3% -$28.8K 1.17% 21
2025
Q1 		$9.01M Sell
119,094
-5,160
-4% -$386K 1.17% 21
2024
Q4 		$8.73M Buy
124,254
+5,440
+5% +$401K 1.13% 20
2024
Q3 		$9.27M Buy
118,814
+1,296
+1% +$97K 1.25% 22
2024
Q2 		$8.54M Sell
117,518
-2,558
-2% -$188K 1.27% 21
2024
Q1 		$8.91M Sell
120,076
-1,736
-1% -$124K 1.44% 19
2023
Q4 		$8.57M Sell
121,812
-2,330
-2% -$154K 1.56% 19
2023
Q3 		$7.99M Sell
124,142
-4,575
-4% -$306K 1.66% 18
2023
Q2 		$8.69M Sell
128,717
-1,361
-1% -$92.3K 1.88% 17
2023
Q1 		$8.7M Sell
130,078
-1,355
-1% -$88.8K 2.06% 17
2022
Q4 		$8.1M Buy
131,433
+85,413
+186% +$5.03M 2.18% 16
2022
Q3 		$2.42M Sell
46,020
-3,520
-7% -$207K 1.92% 12
2022
Q2 		$2.92M Buy
+49,540
New +$3.18M 2.4% 11

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tanager Wealth Management's IEFA Position: Q2 2026 in Review

Tanager Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, selling an estimated $247K and leaving 114,019 shares worth $11M. The position accounts for 0.96% of the portfolio, ranked #26.

Tanager Wealth Management first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. 792 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Tanager Wealth Management held 114,019 shares of iShares Core MSCI EAFE ETF worth $11M as of Q2 2026.
  • Tanager Wealth Management sold 2,568 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $247K.
  • iShares Core MSCI EAFE ETF made up 0.96% of Tanager Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Tanager Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • 792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.