TWM
Tanglewood Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Sell |
56,056
-286
| -0.5% | -$23.9K | 0.46% | 18 |
|
|
2025
Q1 | $4.26M | Sell |
56,342
-3,615
| -6% | -$273K | 0.48% | 20 |
|
|
2024
Q4 | $4.21M | Sell |
59,957
-5,287
| -8% | -$372K | 0.49% | 18 |
|
|
2024
Q3 | $5.09M | Sell |
65,244
-2,916
| -4% | -$228K | 0.59% | 19 |
|
|
2024
Q2 | $4.95M | Sell |
68,160
-1,426
| -2% | -$104K | 0.62% | 17 |
|
|
2024
Q1 | $5.16M | Buy |
69,586
+335
| +0.5% | +$24.9K | 0.64% | 18 |
|
|
2023
Q4 | $4.87M | Sell |
69,251
-1,316
| -2% | -$92.6K | 0.6% | 18 |
|
|
2023
Q3 | $4.54M | Buy |
70,567
+3,974
| +6% | +$256K | 0.77% | 17 |
|
|
2023
Q2 | $4.5M | Buy |
66,593
+5,971
| +10% | +$403K | 0.64% | 17 |
|
|
2023
Q1 | $4.05M | Buy |
60,622
+11,873
| +24% | +$794K | 0.59% | 20 |
|
|
2022
Q4 | $3M | Buy |
48,749
+22,656
| +87% | +$1.4M | 0.45% | 22 |
|
|
2022
Q3 | $1.37M | Sell |
26,093
-251,122
| -91% | -$13.2M | 0.21% | 23 |
|
|
2022
Q2 | $16.3M | Sell |
277,215
-203,429
| -42% | -$12M | 2.2% | 16 |
|
|
2022
Q1 | $33.4M | Buy |
480,644
+449,917
| +1,464% | +$31.3M | 5.02% | 8 |
|
|
2021
Q4 | $2.29M | Buy |
+30,727
| New | +$2.29M | 0.38% | 16 |
|