Tarbox Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tarbox Family Office’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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tarbox Family Office's IEFA Position: Q1 2026 in Review

Tarbox Family Office reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q1 2026, selling an estimated $614K and leaving 292,154 shares worth $26.4M. The position accounts for 4.3% of the portfolio, ranked #5.

Tarbox Family Office first reported a position in IEFA in Q1 2018 and has held it in 33 quarters since. The position peaked at $44.6M in Q4 2021. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Tarbox Family Office held 292,154 shares of iShares Core MSCI EAFE ETF worth $26.4M as of Q1 2026.
Tarbox Family Office sold 6,581 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $614K.
iShares Core MSCI EAFE ETF made up 4.3% of Tarbox Family Office's portfolio in Q1 2026, its #5 holding.
Tarbox Family Office first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
Tarbox Family Office's iShares Core MSCI EAFE ETF position peaked at $44.6M in Q4 2021.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.