Turtle Creek Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Turtle Creek Wealth Advisors’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	$1.87M	Buy	18,039 +4,679	+35%	+$481K	0.1%	119
2026 Q1	$1.3M	Hold	13,360	–	–	0.1%	130
2025 Q4	$1.28M	Sell	13,360 -399	-3%	-$37.8K	0.1%	129
2025 Q3	$1.28M	Buy	13,759 +474	+4%	+$43.1K	0.11%	114
2025 Q2	$1.19M	Hold	13,285	–	–	0.14%	108
2025 Q1	$1.09M	Hold	13,285	–	–	0.16%	88
2024 Q4	$1M	Hold	13,285	–	–	0.23%	56
2024 Q3	$1.11M	Hold	13,285	–	–	0.22%	70
2024 Q2	$1.04M	Sell	13,285 -12,023	-48%	-$952K	0.24%	70
2024 Q1	$2.02M	Buy	25,308 +47	+0.2%	+$3.6K	0.5%	59
2023 Q4	$1.9M	Buy	+25,261	New	+$1.79M	0.56%	55

Other funds holding EFA

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Turtle Creek Wealth Advisors's EFA Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 35% in Q2 2026, buying an estimated $481K and bringing the position to 18,039 shares worth $1.87M. The position accounts for 0.1% of the portfolio, ranked #119.

Turtle Creek Wealth Advisors first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02M in Q1 2024. 1,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Turtle Creek Wealth Advisors held 18,039 shares of iShares MSCI EAFE ETF worth $1.87M as of Q2 2026.
Turtle Creek Wealth Advisors bought 4,679 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $481K.
iShares MSCI EAFE ETF made up 0.1% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Turtle Creek Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Turtle Creek Wealth Advisors's iShares MSCI EAFE ETF position peaked at $2.02M in Q1 2024.
1,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.