TWM
Tanglewood Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Hold |
20,642
| – | – | 0.23% | 20 |
|
|
2025
Q1 | $2.06M | Sell |
20,642
-44,571
| -68% | -$4.46M | 0.23% | 22 |
|
|
2024
Q4 | $6.31M | Sell |
65,213
-1,248
| -2% | -$121K | 0.73% | 17 |
|
|
2024
Q3 | $7.15M | Sell |
66,461
-766
| -1% | -$82.5K | 0.82% | 18 |
|
|
2024
Q2 | $6.88M | Sell |
67,227
-18,668
| -22% | -$1.91M | 0.86% | 16 |
|
|
2024
Q1 | $8.92M | Sell |
85,895
-1,292
| -1% | -$134K | 1.1% | 17 |
|
|
2023
Q4 | $8.44M | Buy |
87,187
+25,028
| +40% | +$2.42M | 1.03% | 17 |
|
|
2023
Q3 | $5.36M | Sell |
62,159
-37,008
| -37% | -$3.19M | 0.91% | 16 |
|
|
2023
Q2 | $9.46M | Sell |
99,167
-3,425
| -3% | -$327K | 1.35% | 14 |
|
|
2023
Q1 | $9.61M | Sell |
102,592
-9,579
| -9% | -$897K | 1.4% | 17 |
|
|
2022
Q4 | $9.4M | Sell |
112,171
-22,558
| -17% | -$1.89M | 1.41% | 18 |
|
|
2022
Q3 | $9.78M | Buy |
134,729
+124,309
| +1,193% | +$9.02M | 1.48% | 17 |
|
|
2022
Q2 | $839K | Buy |
+10,420
| New | +$839K | 0.11% | 23 |
|