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

TCV Trust & 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 		$10.2M Buy
105,736
+853
+0.8% +$81.9K 0.77% 43
2026
Q1 		$9.5M Buy
104,883
+1,312
+1% +$122K 0.8% 44
2025
Q4 		$9.27M Buy
103,571
+196
+0.2% +$17.3K 0.75% 44
2025
Q3 		$9.03M Buy
103,375
+6,371
+7% +$541K 0.76% 45
2025
Q2 		$8.1M Sell
97,004
-136
-0.1% -$10.8K 0.71% 47
2025
Q1 		$7.35M Buy
97,140
+230
+0.2% +$17.2K 0.68% 48
2024
Q4 		$6.81M Buy
96,910
+1,208
+1% +$89.1K 0.63% 47
2024
Q3 		$7.47M Buy
95,702
+193
+0.2% +$14.4K 0.67% 48
2024
Q2 		$6.94M Buy
95,509
+1,868
+2% +$137K 0.66% 50
2024
Q1 		$6.95M Buy
93,641
+583
+0.6% +$41.5K 0.67% 50
2023
Q4 		$6.55M Buy
93,058
+9,375
+11% +$618K 0.66% 49
2023
Q3 		$5.38M Sell
83,683
-163
-0.2% -$10.9K 0.59% 54
2023
Q2 		$5.66M Sell
83,846
-39
-0% -$2.65K 0.6% 53
2023
Q1 		$5.61M Sell
83,885
-4,082
-5% -$268K 0.62% 53
2022
Q4 		$5.42M Buy
87,967
+13,287
+18% +$782K 0.62% 53
2022
Q3 		$3.93M Buy
74,680
+2,037
+3% +$120K 0.5% 57
2022
Q2 		$4.28M Buy
72,643
+1,563
+2% +$100K 0.51% 57
2022
Q1 		$4.94M Buy
+71,080
New +$5.03M 0.53% 59
2021
Q4 		– Sell
-68,394
Closed -$5.08M – 215
2021
Q3 		$5.08M Sell
68,394
-23
-0% -$1.75K 0.56% 57
2021
Q2 		$5.16M Buy
+68,417
New +$5.17M 0.56% 58
2021
Q1 		– Sell
-68,699
Closed -$4.75M – 191
2020
Q4 		$4.75M Sell
68,699
-4,585
-6% -$296K 0.58% 58
2020
Q3 		$4.42M Buy
73,284
+454
+0.6% +$27.4K 0.59% 55
2020
Q2 		$4.16M Buy
72,830
+10,991
+18% +$596K 0.59% 55
2020
Q1 		$3.08M Sell
61,839
-165
-0.3% -$9.82K 0.51% 60
2019
Q4 		$4.04M Buy
62,004
+2,370
+4% +$150K 0.49% 60
2019
Q3 		$3.64M Buy
59,634
+427
+0.7% +$25.8K 0.47% 62
2019
Q2 		$3.63M Buy
59,207
+1,119
+2% +$68.6K 0.47% 62
2019
Q1 		$3.53M Sell
58,088
-1,068
-2% -$63K 0.47% 61
2018
Q4 		$3.25M Buy
59,156
+6,592
+13% +$387K 0.48% 61
2018
Q3 		$3.37M Sell
52,564
-298
-0.6% -$19K 0.45% 57
2018
Q2 		$3.35M Buy
52,862
+6,115
+13% +$405K 0.47% 56
2018
Q1 		$3.08M Buy
46,747
+2,056
+5% +$138K 0.44% 60
2017
Q4 		$2.95M Buy
44,691
+221
+0.5% +$14.4K 0.41% 65
2017
Q3 		$2.85M Buy
44,470
+4,239
+11% +$265K 0.42% 62
2017
Q2 		$2.45M Buy
40,231
+514
+1% +$31K 0.37% 72
2017
Q1 		$2.3M Buy
+39,717
New +$2.23M 0.35% 71
2016
Q4 		– Sell
-37,615
Closed -$2.07M – 178
2016
Q3 		$2.07M Buy
37,615
+5,248
+16% +$283K 0.35% 73
2016
Q2 		$1.68M Buy
+32,367
New +$1.73M 0.29% 81

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

TCV Trust & Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.81% in Q2 2026, buying an estimated $81.9K and bringing the position to 105,736 shares worth $10.2M. The position accounts for 0.77% of the portfolio, ranked #43.

TCV Trust & Wealth Management first reported a position in IEFA in Q2 2016 and has held it in 38 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • TCV Trust & Wealth Management held 105,736 shares of iShares Core MSCI EAFE ETF worth $10.2M as of Q2 2026.
  • TCV Trust & Wealth Management bought 853 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $81.9K.
  • iShares Core MSCI EAFE ETF made up 0.77% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #43 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 38 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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