TWM
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Tanglewood Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Tanglewood Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Sell
16,818
-2,065
-11% -$249K 0.18% 21
2026
Q1 		$2.1M Sell
18,883
-1,489
-7% -$175K 0.17% 21
2025
Q4 		$2.32M Sell
20,372
-270
-1% -$31K 0.21% 19
2025
Q3 		$2.35M Hold
20,642
– – 0.22% 20
2025
Q2 		$2.31M Hold
20,642
– – 0.23% 20
2025
Q1 		$2.06M Sell
20,642
-44,571
-68% -$4.54M 0.23% 22
2024
Q4 		$6.31M Sell
65,213
-1,248
-2% -$127K 0.73% 17
2024
Q3 		$7.15M Sell
66,461
-766
-1% -$79.5K 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% -$129K 1.1% 17
2023
Q4 		$8.44M Buy
87,187
+25,028
+40% +$2.24M 1.03% 17
2023
Q3 		$5.36M Sell
62,159
-37,008
-37% -$3.41M 0.91% 16
2023
Q2 		$9.46M Sell
99,167
-3,425
-3% -$326K 1.35% 14
2023
Q1 		$9.61M Sell
102,592
-9,579
-9% -$862K 1.4% 17
2022
Q4 		$9.4M Sell
112,171
-22,558
-17% -$1.82M 1.41% 18
2022
Q3 		$9.78M Buy
134,729
+124,309
+1,193% +$10.1M 1.48% 17
2022
Q2 		$839K Buy
+10,420
New +$905K 0.11% 23

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Tanglewood Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q2 2026, selling an estimated $249K and leaving 16,818 shares worth $2.09M. The position accounts for 0.18% of the portfolio, ranked #21.

Tanglewood Wealth Management first reported a position in EFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.78M in Q3 2022. 448 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Tanglewood Wealth Management held 16,818 shares of iShares MSCI EAFE Growth ETF worth $2.09M as of Q2 2026.
  • Tanglewood Wealth Management sold 2,065 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $249K.
  • iShares MSCI EAFE Growth ETF made up 0.18% of Tanglewood Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Tanglewood Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Tanglewood Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $9.78M in Q3 2022.
  • 448 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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