Twele Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.96M | Sell |
18,881
-97
| -0.5% | -$9.98K | 0.32% | 20 |
|
|
2026
Q1 | $1.84M | Sell |
18,978
-981
| -5% | -$98.2K | 0.33% | 21 |
|
|
2025
Q4 | $1.92M | Sell |
19,959
-53
| -0.3% | -$5.03K | 0.34% | 21 |
|
|
2025
Q3 | $1.87M | Hold |
20,012
| – | – | 0.34% | 21 |
|
|
2025
Q2 | $1.79M | Sell |
20,012
-69
| -0.3% | -$5.89K | 0.35% | 20 |
|
|
2025
Q1 | $1.64M | Sell |
20,081
-1,095
| -5% | -$88.3K | 0.35% | 21 |
|
|
2024
Q4 | $1.6M | Buy |
21,176
+45
| +0.2% | +$3.56K | 0.34% | 21 |
|
|
2024
Q3 | $1.77M | Hold |
21,131
| – | – | 0.37% | 21 |
|
|
2024
Q2 | $1.66M | Hold |
21,131
| – | – | 0.38% | 21 |
|
|
2024
Q1 | $1.69M | Sell |
21,131
-279,767
| -93% | -$21.4M | 0.38% | 19 |
|
|
2023
Q4 | $22.7M | Sell |
300,898
-4,231
| -1% | -$299K | 3.64% | 9 |
|
|
2023
Q3 | $21M | Sell |
305,129
-7,870
| -3% | -$564K | 3.61% | 9 |
|
|
2023
Q2 | $22.7M | Sell |
312,999
-20,550
| -6% | -$1.49M | 3.66% | 9 |
|
|
2023
Q1 | $23.9M | Sell |
333,549
-37,750
| -10% | -$2.64M | 3.9% | 9 |
|
|
2022
Q4 | $24.4M | Sell |
371,299
-49,200
| -12% | -$3.08M | 4% | 9 |
|
|
2022
Q3 | $23.6M | Sell |
420,499
-270,733
| -39% | -$16.9M | 4.07% | 9 |
|
|
2022
Q2 | $43.2M | Sell |
691,232
-8,450
| -1% | -$575K | 6.8% | 5 |
|
|
2022
Q1 | $51.5M | Sell |
699,682
-2,893
| -0.4% | -$216K | 6.97% | 5 |
|
|
2021
Q4 | $55.3M | Buy |
702,575
+11,800
| +2% | +$935K | 6.98% | 5 |
|
|
2021
Q3 | $53.9M | Buy |
690,775
+133,572
| +24% | +$10.7M | 7.09% | 5 |
|
|
2021
Q2 | $44M | Sell |
557,203
-19,313
| -3% | -$1.53M | 6.82% | 5 |
|
|
2021
Q1 | $43.7M | Buy |
576,516
+186,090
| +48% | +$14M | 7% | 5 |
|
|
2020
Q4 | $28.5M | Sell |
390,426
-15,374
| -4% | -$1.05M | 5.11% | 8 |
|
|
2020
Q3 | $25.8M | Sell |
405,800
-146,723
| -27% | -$9.39M | 5.01% | 8 |
|
|
2020
Q2 | $33.6M | Sell |
552,523
-74,879
| -12% | -$4.33M | 6.72% | 5 |
|
|
2020
Q1 | $33.5M | Buy |
627,402
+88,355
| +16% | +$5.61M | 7.34% | 5 |
|
|
2019
Q4 | $37.4M | Sell |
539,047
-33,644
| -6% | -$2.27M | 7.01% | 5 |
|
|
2019
Q3 | $37.3M | Sell |
572,691
-19,906
| -3% | -$1.28M | 7.37% | 5 |
|
|
2019
Q2 | $39M | Buy |
592,597
+55,556
| +10% | +$3.64M | 7.81% | 4 |
|
|
2019
Q1 | $34.8M | Buy |
537,041
+1,740
| +0.3% | +$110K | 7.64% | 5 |
|
|
2018
Q4 | $31.5M | Buy |
535,301
+174,330
| +48% | +$10.9M | 7.3% | 4 |
|
|
2018
Q3 | $24.5M | Buy |
360,971
+45,703
| +14% | +$3.09M | 5.59% | 5 |
|
|
2018
Q2 | $21.1M | Buy |
315,268
+1,925
| +0.6% | +$135K | 4.91% | 6 |
|
|
2018
Q1 | $21.8M | Sell |
313,343
-859
| -0.3% | -$61.2K | 5.05% | 5 |
|
|
2017
Q4 | $22.1M | Buy |
314,202
+17,200
| +6% | +$1.2M | 5.05% | 5 |
|
|
2017
Q3 | $20.3M | Sell |
297,002
-44,600
| -13% | -$2.98M | 4.87% | 6 |
|
|
2017
Q2 | $22.3M | Buy |
341,602
+17,532
| +5% | +$1.13M | 5.55% | 5 |
|
|
2017
Q1 | $20.2M | Sell |
324,070
-17,000
| -5% | -$1.03M | 5.21% | 5 |
|
|
2016
Q4 | $19.7M | Hold |
341,070
| – | – | 5.26% | 5 |
|
|
2016
Q3 | $20.2M | Buy |
341,070
+25
| +0% | +$1.45K | 5.44% | 5 |
|
|
2016
Q2 | $19M | Buy |
341,045
+19,562
| +6% | +$1.13M | 5.3% | 5 |
|
|
2016
Q1 | $18.4M | Buy |
321,483
+161,045
| +100% | +$8.88M | 5.29% | 6 |
|
|
2015
Q4 | $9.42M | Buy |
160,438
+1,550
| +1% | +$93.4K | 2.85% | 11 |
|
|
2015
Q3 | $9.11M | Buy |
158,888
+92,016
| +138% | +$5.68M | 2.72% | 14 |
|
|
2015
Q2 | $4.25M | Buy |
66,872
+412
| +0.6% | +$27.4K | 1.21% | 26 |
|
|
2015
Q1 | $4.26M | Sell |
66,460
-55
| -0.1% | -$3.46K | 1.21% | 26 |
|
|
2014
Q4 | $4.05M | Hold |
66,515
| – | – | 1.17% | 26 |
|
|
2014
Q3 | $4.26M | Sell |
66,515
-700
| -1% | -$46.7K | 1.27% | 25 |
|
|
2014
Q2 | $4.59M | Hold |
67,215
| – | – | 1.37% | 24 |
|
|
2014
Q1 | $4.52M | Sell |
67,215
-626
| -0.9% | -$41.4K | 1.37% | 25 |
|
|
2013
Q4 | $4.55M | Sell |
67,841
-6,864
| -9% | -$448K | 1.43% | 23 |
|
|
2013
Q3 | $4.77M | Sell |
74,705
-140
| -0.2% | -$8.58K | 1.56% | 18 |
|
|
2013
Q2 | $4.29M | Buy |
+74,845
| New | +$4.53M | 1.48% | 19 |
|
Other funds holding EFA
BPWM
CFB
B
WF
BCM
SO
LW
Twele Capital Management's EFA Position: Q2 2026 in Review
Twele Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.51% in Q2 2026, selling an estimated $9.98K and leaving 18,881 shares worth $1.96M. The position accounts for 0.32% of the portfolio, ranked #20.
Twele Capital Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.3M in Q4 2021. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- Twele Capital Management held 18,881 shares of iShares MSCI EAFE ETF worth $1.96M as of Q2 2026.
- Twele Capital Management sold 97 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $9.98K.
- iShares MSCI EAFE ETF made up 0.32% of Twele Capital Management's portfolio in Q2 2026, its #20 holding.
- Twele Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
- Twele Capital Management's iShares MSCI EAFE ETF position peaked at $55.3M in Q4 2021.
- 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.