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Tanglewood Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Tanglewood Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.2M Buy
281,224
+6,984
+3% +$718K 2.48% 13
2026
Q1 		$26.6M Sell
274,240
-8,585
-3% -$859K 2.21% 14
2025
Q4 		$27.2M Sell
282,825
-8,019
-3% -$761K 2.49% 12
2025
Q3 		$27.2M Sell
290,844
-175
-0.1% -$15.9K 2.52% 13
2025
Q2 		$26M Sell
291,019
-987
-0.3% -$84.3K 2.56% 13
2025
Q1 		$23.9M Sell
292,006
-18,038
-6% -$1.45M 2.68% 15
2024
Q4 		$23.4M Sell
310,044
-22,124
-7% -$1.75M 2.7% 12
2024
Q3 		$27.8M Sell
332,168
-16,487
-5% -$1.33M 3.2% 12
2024
Q2 		$27.3M Sell
348,655
-2,980
-0.8% -$236K 3.4% 11
2024
Q1 		$28.1M Sell
351,635
-9,806
-3% -$750K 3.47% 10
2023
Q4 		$27.2M Buy
361,441
+58,239
+19% +$4.12M 3.33% 11
2023
Q3 		$20.9M Sell
303,202
-59,813
-16% -$4.28M 3.54% 8
2023
Q2 		$26.3M Buy
363,015
+13,996
+4% +$1.02M 3.76% 10
2023
Q1 		$25M Buy
349,019
+68,953
+25% +$4.82M 3.63% 11
2022
Q4 		$18.4M Buy
280,066
+126,312
+82% +$7.91M 2.75% 13
2022
Q3 		$8.61M Buy
153,754
+56,061
+57% +$3.49M 1.3% 19
2022
Q2 		$6.11M Buy
97,693
+70,908
+265% +$4.83M 0.82% 19
2022
Q1 		$1.97M Buy
26,785
+22,463
+520% +$1.68M 0.3% 20
2021
Q4 		$340K Buy
+4,322
New +$342K 0.06% 22
2018
Q2 		– Sell
-5,150
Closed -$359K – 10
2018
Q1 		$359K Hold
5,150
– – 0.11% 9
2017
Q4 		$362K Hold
5,150
– – 0.11% 8
2017
Q3 		$353K Hold
5,150
– – 0.11% 9
2017
Q2 		$336K Hold
5,150
– – 0.1% 9
2017
Q1 		$321K Sell
5,150
-10,196
-66% -$616K 0.1% 9
2016
Q4 		$886K Buy
+15,346
New +$885K 0.31% 11
2016
Q2 		– Sell
-100,163
Closed -$5.72M – 12
2016
Q1 		$5.72M Sell
100,163
-176,959
-64% -$9.75M 1.97% 11
2015
Q4 		$16.3M Buy
277,122
+273,517
+7,587% +$16.5M 6.45% 7
2015
Q3 		$207K Hold
3,605
– – 0.09% 9
2015
Q2 		$229K Buy
3,605
+74
+2% +$4.93K 0.1% 9
2015
Q1 		$227K Buy
+3,531
New +$222K 0.11% 8

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Tanglewood Wealth Management's EFA Position: Q2 2026 in Review

Tanglewood Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 2.5% in Q2 2026, buying an estimated $718K and bringing the position to 281,224 shares worth $29.2M. The position accounts for 2.48% of the portfolio, ranked #13.

Tanglewood Wealth Management first reported a position in EFA in Q1 2015 and has held it in 30 quarters since. 962 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Tanglewood Wealth Management held 281,224 shares of iShares MSCI EAFE ETF worth $29.2M as of Q2 2026.
  • Tanglewood Wealth Management bought 6,984 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $718K.
  • iShares MSCI EAFE ETF made up 2.48% of Tanglewood Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Tanglewood Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 30 quarters since.
  • 962 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.