TWM
EFV icon

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

Tanglewood Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Hold
5,972
– – 0.04% 32
2026
Q1 		$444K Hold
5,972
– – 0.04% 30
2025
Q4 		$426K Hold
5,972
– – 0.04% 29
2025
Q3 		$405K Hold
5,972
– – 0.04% 32
2025
Q2 		$379K Hold
5,972
– – 0.04% 34
2025
Q1 		$352K Hold
5,972
– – 0.04% 33
2024
Q4 		$313K Sell
5,972
-19
-0.3% -$1.04K 0.04% 31
2024
Q3 		$345K Sell
5,991
-2,999
-33% -$166K 0.04% 30
2024
Q2 		$477K Sell
8,990
-525
-6% -$28.5K 0.06% 25
2024
Q1 		$518K Sell
9,515
-361
-4% -$18.8K 0.06% 23
2023
Q4 		$515K Buy
9,876
+361
+4% +$17.9K 0.06% 23
2023
Q3 		$466K Sell
9,515
-361
-4% -$17.9K 0.08% 21
2023
Q2 		$483K Sell
9,876
-1,172
-11% -$57.7K 0.07% 23
2023
Q1 		$536K Sell
11,048
-123,134
-92% -$5.96M 0.08% 27
2022
Q4 		$6.16M Buy
134,182
+36,448
+37% +$1.58M 0.92% 20
2022
Q3 		$3.77M Buy
97,734
+14,004
+17% +$597K 0.57% 20
2022
Q2 		$3.63M Sell
83,730
-102,660
-55% -$4.89M 0.49% 20
2022
Q1 		$9.37M Buy
+186,390
New +$9.48M 1.41% 16
2020
Q1 		– Sell
-625,788
Closed -$31.2M – 21
2019
Q4 		$31.2M Buy
625,788
+18,970
+3% +$930K 6.01% 5
2019
Q3 		$28.7M Buy
+606,818
New +$28.3M 6.27% 6

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

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

Tanglewood Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 5,972 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #32.

Tanglewood Wealth Management first reported a position in EFV in Q3 2019 and has held it in 20 quarters since. The position peaked at $31.2M in Q4 2019. 513 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Tanglewood Wealth Management held 5,972 shares of iShares MSCI EAFE Value ETF worth $457K as of Q2 2026.
  • Tanglewood Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.04% of Tanglewood Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Tanglewood Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2019 and has held it in 20 quarters since.
  • Tanglewood Wealth Management's iShares MSCI EAFE Value ETF position peaked at $31.2M in Q4 2019.
  • 513 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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