Tarbox Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.6M | Sell |
285,923
-6,231
| -2% | -$599K | 3.96% | 6 |
|
|
2026
Q1 | $26.4M | Sell |
292,154
-6,581
| -2% | -$614K | 4.3% | 5 |
|
|
2025
Q4 | $26.7M | Sell |
298,735
-69,014
| -19% | -$6.1M | 4.3% | 5 |
|
|
2025
Q3 | $32.1M | Sell |
367,749
-6,867
| -2% | -$583K | 4.71% | 4 |
|
|
2025
Q2 | $31.3M | Sell |
374,616
-4,659
| -1% | -$370K | 4.7% | 4 |
|
|
2025
Q1 | $28.7M | Sell |
379,275
-3,604
| -0.9% | -$269K | 4.77% | 4 |
|
|
2024
Q4 | $26.9M | Buy |
382,879
+2,002
| +0.5% | +$148K | 4.44% | 4 |
|
|
2024
Q3 | $29.7M | Sell |
380,877
-9,182
| -2% | -$687K | 4.87% | 4 |
|
|
2024
Q2 | $28.3M | Sell |
390,059
-1,122
| -0.3% | -$82.6K | 5% | 4 |
|
|
2024
Q1 | $29M | Sell |
391,181
-3,751
| -0.9% | -$267K | 5.1% | 4 |
|
|
2023
Q4 | $27.8M | Sell |
394,932
-26,056
| -6% | -$1.72M | 5.4% | 3 |
|
|
2023
Q3 | $27.1M | Sell |
420,988
-113,421
| -21% | -$7.59M | 5.61% | 3 |
|
|
2023
Q2 | $36.1M | Sell |
534,409
-15,201
| -3% | -$1.03M | 7.01% | 3 |
|
|
2023
Q1 | $36.7M | Buy |
549,610
+19,661
| +4% | +$1.29M | 7.42% | 3 |
|
|
2022
Q4 | $32.7M | Sell |
529,949
-80,197
| -13% | -$4.72M | 7.16% | 4 |
|
|
2022
Q3 | $35.9M | Sell |
610,146
-3,962
| -0.6% | -$233K | 8.52% | 3 |
|
|
2022
Q2 | $36.1M | Buy |
614,108
+52,987
| +9% | +$3.4M | 8.12% | 3 |
|
|
2022
Q1 | $39M | Sell |
561,121
-36,517
| -6% | -$2.58M | 7.92% | 3 |
|
|
2021
Q4 | $44.6M | Buy |
597,638
+26,277
| +5% | +$1.97M | 7.68% | 3 |
|
|
2021
Q3 | $42.4M | Buy |
571,361
+17,848
| +3% | +$1.36M | 7.77% | 3 |
|
|
2021
Q2 | $41.4M | Buy |
553,513
+10,200
| +2% | +$770K | 7.41% | 3 |
|
|
2021
Q1 | $39.1M | Buy |
543,313
+1,868
| +0.3% | +$133K | 7.7% | 3 |
|
|
2020
Q4 | $37.4M | Buy |
541,445
+73,184
| +16% | +$4.73M | 7.82% | 3 |
|
|
2020
Q3 | $28.2M | Buy |
468,261
+83,262
| +22% | +$5.02M | 6.87% | 3 |
|
|
2020
Q2 | $22M | Buy |
384,999
+74,577
| +24% | +$4.04M | 5.69% | 5 |
|
|
2020
Q1 | $15.5M | Buy |
310,422
+308,739
| +18,345% | +$18.4M | 5.02% | 4 |
|
|
2019
Q4 | $110K | Hold |
1,683
| – | – | 0.03% | 133 |
|
|
2019
Q3 | $103K | Hold |
1,683
| – | – | 0.03% | 122 |
|
|
2019
Q2 | $103K | Buy |
1,683
+15
| +0.9% | +$919 | 0.03% | 123 |
|
|
2019
Q1 | $101K | Hold |
1,668
| – | – | 0.04% | 116 |
|
|
2018
Q4 | $92K | Hold |
1,668
| – | – | 0.04% | 115 |
|
|
2018
Q3 | $107K | Hold |
1,668
| – | – | 0.04% | 116 |
|
|
2018
Q2 | $106K | Hold |
1,668
| – | – | 0.04% | 117 |
|
|
2018
Q1 | $110K | Buy |
+1,668
| New | +$112K | 0.04% | 122 |
|
Other funds holding IEFA
Tarbox Family Office's IEFA Position: Q2 2026 in Review
Tarbox Family Office reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q2 2026, selling an estimated $599K and leaving 285,923 shares worth $27.6M. The position accounts for 3.96% of the portfolio, ranked #6.
Tarbox Family Office first reported a position in IEFA in Q1 2018 and has held it in 34 quarters since. The position peaked at $44.6M in Q4 2021. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Tarbox Family Office held 285,923 shares of iShares Core MSCI EAFE ETF worth $27.6M as of Q2 2026.
- Tarbox Family Office sold 6,231 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $599K.
- iShares Core MSCI EAFE ETF made up 3.96% of Tarbox Family Office's portfolio in Q2 2026, its #6 holding.
- Tarbox Family Office first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 34 quarters since.
- Tarbox Family Office's iShares Core MSCI EAFE ETF position peaked at $44.6M in Q4 2021.
- 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.