Tanglewood Wealth Management
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
Q3 		$473K Hold
11,944
– – 0.04% 38
2026
Q2 		$457K Hold
11,944
– – 0.04% 32
2026
Q1 		$444K Hold
11,944
– – 0.04% 30
2025
Q4 		$426K Hold
11,944
– – 0.04% 29
2025
Q3 		$405K Hold
11,944
– – 0.04% 32
2025
Q2 		$379K Hold
11,944
– – 0.04% 34
2025
Q1 		$352K Hold
11,944
– – 0.04% 33
2024
Q4 		$313K Sell
11,944
-38
-0.3% -$1.04K 0.04% 31
2024
Q3 		$345K Sell
11,982
-5,998
-33% -$166K 0.04% 30
2024
Q2 		$477K Sell
17,980
-1,050
-6% -$28.5K 0.06% 25
2024
Q1 		$518K Sell
19,030
-722
-4% -$18.8K 0.06% 23
2023
Q4 		$515K Buy
19,752
+722
+4% +$17.9K 0.06% 23
2023
Q3 		$466K Sell
19,030
-722
-4% -$17.9K 0.08% 21
2023
Q2 		$483K Sell
19,752
-2,344
-11% -$57.7K 0.07% 23
2023
Q1 		$536K Sell
22,096
-246,268
-92% -$5.96M 0.08% 27
2022
Q4 		$6.16M Buy
268,364
+72,896
+37% +$1.58M 0.92% 20
2022
Q3 		$3.77M Buy
195,468
+28,008
+17% +$597K 0.57% 20
2022
Q2 		$3.63M Sell
167,460
-205,320
-55% -$4.89M 0.49% 20
2022
Q1 		$9.37M Buy
+372,780
New +$9.48M 1.41% 16
2020
Q1 		– Sell
-1,251,576
Closed -$31.2M – 21
2019
Q4 		$31.2M Buy
1,251,576
+37,940
+3% +$930K 6.01% 5
2019
Q3 		$28.7M Buy
+1,213,636
New +$28.3M 6.27% 6

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

Tanglewood Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 11,944 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #38.

Tanglewood Wealth Management first reported a position in EFV in Q3 2019 and has held it in 21 quarters since. The position peaked at $31.2M in Q4 2019. 1,027 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Tanglewood Wealth Management held 11,944 shares of iShares MSCI EAFE Value ETF worth $473K as of Q3 2026.
  • Tanglewood Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.04% of Tanglewood Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Tanglewood Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2019 and has held it in 21 quarters since.
  • Tanglewood Wealth Management's iShares MSCI EAFE Value ETF position peaked at $31.2M in Q4 2019.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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