TCWA
Turtle Creek Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37M | Buy |
443,614
+24,630
| +6% | +$2.06M | 4.37% | 2 |
|
|
2025
Q1 | $31.7M | Buy |
418,984
+115,013
| +38% | +$8.7M | 4.73% | 2 |
|
|
2024
Q4 | $21.4M | Sell |
303,971
-100,162
| -25% | -$7.04M | 4.93% | 3 |
|
|
2024
Q3 | $31.5M | Buy |
404,133
+53,688
| +15% | +$4.19M | 6.32% | 2 |
|
|
2024
Q2 | $25.5M | Buy |
350,445
+46,171
| +15% | +$3.35M | 5.89% | 2 |
|
|
2024
Q1 | $22.6M | Buy |
304,274
+13,266
| +5% | +$985K | 5.54% | 2 |
|
|
2023
Q4 | $20.5M | Buy |
+291,008
| New | +$20.5M | 6.03% | 2 |
|