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TCV Trust & Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

TCV Trust & Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
10,618
-171
-2% -$17.6K 0.08% 105
2026
Q1 		$1.05M Sell
10,789
-653
-6% -$65.3K 0.09% 100
2025
Q4 		$1.1M Sell
11,442
-10
-0.1% -$948 0.09% 99
2025
Q3 		$1.07M Sell
11,452
-38
-0.3% -$3.45K 0.09% 100
2025
Q2 		$1.03M Sell
11,490
-139
-1% -$11.9K 0.09% 103
2025
Q1 		$950K Sell
11,629
-32
-0.3% -$2.58K 0.09% 101
2024
Q4 		$882K Sell
11,661
-166
-1% -$13.1K 0.08% 104
2024
Q3 		$989K Sell
11,827
-307
-3% -$24.7K 0.09% 103
2024
Q2 		$950K Sell
12,134
-919
-7% -$72.8K 0.09% 100
2024
Q1 		$1.04M Sell
13,053
-30
-0.2% -$2.29K 0.1% 97
2023
Q4 		$986K Sell
13,083
-114
-0.9% -$8.06K 0.1% 99
2023
Q3 		$910K Sell
13,197
-216
-2% -$15.5K 0.1% 102
2023
Q2 		$972K Sell
13,413
-1,941
-13% -$141K 0.1% 99
2023
Q1 		$1.1M Sell
15,354
-3,237
-17% -$226K 0.12% 94
2022
Q4 		$1.22M Buy
18,591
+660
+4% +$41.3K 0.14% 91
2022
Q3 		$1M Buy
17,931
+160
+0.9% +$9.97K 0.13% 95
2022
Q2 		$1.11M Buy
17,771
+840
+5% +$57.2K 0.13% 95
2022
Q1 		$1.25M Buy
16,931
+580
+4% +$43.4K 0.13% 98
2021
Q4 		$1.29M Sell
16,351
-990
-6% -$78.4K 0.13% 103
2021
Q3 		$1.35M Sell
17,341
-25
-0.1% -$2K 0.15% 91
2021
Q2 		$1.38M Buy
17,366
+8
+0% +$636 0.15% 95
2021
Q1 		$1.32M Sell
17,358
-2,340
-12% -$176K 0.15% 92
2020
Q4 		$1.44M Sell
19,698
-5,593
-22% -$383K 0.17% 86
2020
Q3 		$1.61M Sell
25,291
-25,586
-50% -$1.64M 0.22% 83
2020
Q2 		$3.1M Sell
50,877
-272,092
-84% -$15.7M 0.44% 68
2020
Q1 		$17.3M Sell
322,969
-23,750
-7% -$1.51M 2.83% 4
2019
Q4 		$24.1M Sell
346,719
-142
-0% -$9.59K 2.92% 4
2019
Q3 		$22.6M Sell
346,861
-3,377
-1% -$218K 2.93% 4
2019
Q2 		$23M Buy
350,238
+3,429
+1% +$224K 2.98% 4
2019
Q1 		$22.5M Sell
346,809
-912
-0.3% -$57.5K 2.97% 4
2018
Q4 		$20.4M Sell
347,721
-2,173
-0.6% -$136K 2.99% 4
2018
Q3 		$23.8M Sell
349,894
-8,670
-2% -$585K 3.18% 3
2018
Q2 		$24M Sell
358,564
-2,428
-0.7% -$170K 3.36% 3
2018
Q1 		$25.2M Sell
360,992
-541
-0.1% -$38.6K 3.61% 3
2017
Q4 		$25.4M Sell
361,533
-2,543
-0.7% -$177K 3.55% 3
2017
Q3 		$24.9M Sell
364,076
-4,349
-1% -$291K 3.69% 3
2017
Q2 		$24M Sell
368,425
-2,676
-0.7% -$173K 3.63% 3
2017
Q1 		$23.1M Sell
371,101
-2,777
-0.7% -$168K 3.53% 3
2016
Q4 		$21.6M Sell
373,878
-10,016
-3% -$578K 3.5% 3
2016
Q3 		$22.7M Sell
383,894
-20,934
-5% -$1.21M 3.84% 3
2016
Q2 		$22.6M Sell
404,828
-60,381
-13% -$3.47M 3.93% 2
2016
Q1 		$26.6M Sell
465,209
-11,453
-2% -$631K 4.79% 1
2015
Q4 		$28M Buy
476,662
+1,957
+0.4% +$118K 4.97% 1
2015
Q3 		$27.2M Buy
474,705
+18,634
+4% +$1.15M 4.92% 1
2015
Q2 		$29M Buy
456,071
+22,141
+5% +$1.47M 4.75% 1
2015
Q1 		$27.8M Buy
433,930
+4,966
+1% +$313K 4.5% 2
2014
Q4 		$26.1M Buy
428,964
+7,666
+2% +$479K 4.3% 2
2014
Q3 		$27M Buy
421,298
+6,222
+1% +$415K 4.56% 2
2014
Q2 		$28.4M Buy
415,076
+25,533
+7% +$1.75M 4.64% 2
2014
Q1 		$26.2M Buy
389,543
+16,209
+4% +$1.07M 4.41% 3
2013
Q4 		$25M Buy
373,334
+24,800
+7% +$1.62M 4.28% 3
2013
Q3 		$22.2M Buy
348,534
+16,311
+5% +$999K 4.34% 3
2013
Q2 		$19M Buy
+332,223
New +$20.1M 3.89% 4

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

TCV Trust & Wealth Management's EFA Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, selling an estimated $17.6K and leaving 10,618 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #105.

TCV Trust & Wealth Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $29M in Q2 2015. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • TCV Trust & Wealth Management held 10,618 shares of iShares MSCI EAFE ETF worth $1.1M as of Q2 2026.
  • TCV Trust & Wealth Management sold 171 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $17.6K.
  • iShares MSCI EAFE ETF made up 0.08% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #105 holding.
  • TCV Trust & Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's iShares MSCI EAFE ETF position peaked at $29M in Q2 2015.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.