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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$59.4M Buy
656,151
+101,504
+18% +$9.47M 4.48% 2
2025
Q4
$49.6M Buy
554,647
+5,082
+0.9% +$449K 3.91% 3
2025
Q3
$48M Buy
549,565
+105,951
+24% +$9M 4.29% 2
2025
Q2
$37M Buy
443,614
+24,630
+6% +$1.95M 4.37% 2
2025
Q1
$31.7M Buy
418,984
+115,013
+38% +$8.6M 4.73% 2
2024
Q4
$21.4M Sell
303,971
-100,162
-25% -$7.39M 4.93% 3
2024
Q3
$31.5M Buy
404,133
+53,688
+15% +$4.02M 6.32% 2
2024
Q2
$25.5M Buy
350,445
+46,171
+15% +$3.4M 5.89% 2
2024
Q1
$22.6M Buy
304,274
+13,266
+5% +$944K 5.54% 2
2023
Q4
$20.5M Buy
+291,008
New +$19.2M 6.03% 2

Other funds holding IEFA

Turtle Creek Wealth Advisors's IEFA Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q1 2026, buying an estimated $9.47M and bringing the position to 656,151 shares worth $59.4M. The position accounts for 4.48% of the portfolio, ranked #2.

Turtle Creek Wealth Advisors first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Turtle Creek Wealth Advisors held 656,151 shares of iShares Core MSCI EAFE ETF worth $59.4M as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 101,504 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $9.47M.
  • iShares Core MSCI EAFE ETF made up 4.48% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Turtle Creek Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.