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
Q2
$73.6M Buy
761,616
+105,465
+16% +$10.1M 3.88% 3
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: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, buying an estimated $10.1M and bringing the position to 761,616 shares worth $73.6M. The position accounts for 3.88% of the portfolio, ranked #3.

Turtle Creek Wealth Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,461 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Turtle Creek Wealth Advisors held 761,616 shares of iShares Core MSCI EAFE ETF worth $73.6M as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 105,465 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.1M.
  • iShares Core MSCI EAFE ETF made up 3.88% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Turtle Creek Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,461 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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