TWM
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Tanglewood Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tanglewood Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.24M Hold
54,279
– – 0.45% 18
2026
Q1 		$4.91M Sell
54,279
-1,485
-3% -$139K 0.41% 20
2025
Q4 		$4.99M Sell
55,764
-269
-0.5% -$23.8K 0.46% 18
2025
Q3 		$4.89M Sell
56,033
-23
-0% -$1.95K 0.45% 19
2025
Q2 		$4.68M Sell
56,056
-286
-0.5% -$22.7K 0.46% 18
2025
Q1 		$4.26M Sell
56,342
-3,615
-6% -$270K 0.48% 20
2024
Q4 		$4.21M Sell
59,957
-5,287
-8% -$390K 0.49% 18
2024
Q3 		$5.09M Sell
65,244
-2,916
-4% -$218K 0.59% 19
2024
Q2 		$4.95M Sell
68,160
-1,426
-2% -$105K 0.62% 17
2024
Q1 		$5.16M Buy
69,586
+335
+0.5% +$23.8K 0.64% 18
2023
Q4 		$4.87M Sell
69,251
-1,316
-2% -$86.7K 0.6% 18
2023
Q3 		$4.54M Buy
70,567
+3,974
+6% +$266K 0.77% 17
2023
Q2 		$4.5M Buy
66,593
+5,971
+10% +$405K 0.64% 17
2023
Q1 		$4.05M Buy
60,622
+11,873
+24% +$778K 0.59% 20
2022
Q4 		$3M Buy
48,749
+22,656
+87% +$1.33M 0.45% 22
2022
Q3 		$1.37M Sell
26,093
-251,122
-91% -$14.8M 0.21% 23
2022
Q2 		$16.3M Sell
277,215
-203,429
-42% -$13.1M 2.2% 16
2022
Q1 		$33.4M Buy
480,644
+449,917
+1,464% +$31.8M 5.02% 8
2021
Q4 		$2.29M Buy
+30,727
New +$2.31M 0.38% 16

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Tanglewood Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 54,279 shares worth $5.24M. The position accounts for 0.45% of the portfolio, ranked #18.

Tanglewood Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.4M in Q1 2022. 1,064 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Tanglewood Wealth Management held 54,279 shares of iShares Core MSCI EAFE ETF worth $5.24M as of Q2 2026.
  • Tanglewood Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.45% of Tanglewood Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Tanglewood Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Tanglewood Wealth Management's iShares Core MSCI EAFE ETF position peaked at $33.4M in Q1 2022.
  • 1,064 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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