Tanglewood Wealth Management
EFG icon

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
Q3 		$1.96M Sell
49,140
-1,314
-3% -$53.7K 0.16% 25
2026
Q2 		$2.09M Sell
50,454
-6,195
-11% -$249K 0.18% 21
2026
Q1 		$2.1M Sell
56,649
-4,467
-7% -$175K 0.17% 21
2025
Q4 		$2.32M Sell
61,116
-810
-1% -$31K 0.21% 19
2025
Q3 		$2.35M Hold
61,926
– – 0.22% 20
2025
Q2 		$2.31M Hold
61,926
– – 0.23% 20
2025
Q1 		$2.06M Sell
61,926
-133,713
-68% -$4.54M 0.23% 22
2024
Q4 		$6.31M Sell
195,639
-3,744
-2% -$127K 0.73% 17
2024
Q3 		$7.15M Sell
199,383
-2,298
-1% -$79.5K 0.82% 18
2024
Q2 		$6.88M Sell
201,681
-56,004
-22% -$1.91M 0.86% 16
2024
Q1 		$8.92M Sell
257,685
-3,876
-1% -$129K 1.1% 17
2023
Q4 		$8.44M Buy
261,561
+75,084
+40% +$2.24M 1.03% 17
2023
Q3 		$5.36M Sell
186,477
-111,024
-37% -$3.41M 0.91% 16
2023
Q2 		$9.46M Sell
297,501
-10,275
-3% -$326K 1.35% 14
2023
Q1 		$9.6M Sell
307,776
-28,737
-9% -$862K 1.4% 17
2022
Q4 		$9.4M Sell
336,513
-67,674
-17% -$1.82M 1.41% 18
2022
Q3 		$9.8M Buy
404,187
+372,927
+1,193% +$10.1M 1.48% 17
2022
Q2 		$839K Buy
+31,260
New +$905K 0.11% 23

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Tanglewood Wealth Management's EFG Position: Q3 2026 in Review

Tanglewood Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.6% in Q3 2026, selling an estimated $53.7K and leaving 49,140 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #25.

Tanglewood Wealth Management first reported a position in EFG in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.8M in Q3 2022. 954 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Tanglewood Wealth Management held 49,140 shares of iShares MSCI EAFE Growth ETF worth $1.96M as of Q3 2026.
  • Tanglewood Wealth Management sold 1,314 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $53.7K.
  • iShares MSCI EAFE Growth ETF made up 0.16% of Tanglewood Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Tanglewood Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • Tanglewood Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $9.8M in Q3 2022.
  • 954 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Tanglewood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.