Twele Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Twele Capital Management’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.5M	Buy	305,116 +5,392	+2%	+$518K	4.81%	7
2026 Q1	$27.1M	Buy	299,724 +1,183	+0.4%	+$110K	4.84%	7
2025 Q4	$26.7M	Buy	298,541 +1,975	+0.7%	+$175K	4.77%	8
2025 Q3	$25.9M	Buy	296,566 +4,056	+1%	+$345K	4.78%	7
2025 Q2	$24.4M	Sell	292,510 -6,470	-2%	-$513K	4.84%	7
2025 Q1	$22.6M	Sell	298,980 -17,395	-5%	-$1.3M	4.8%	7
2024 Q4	$22.2M	Buy	316,375 +23,961	+8%	+$1.77M	4.71%	7
2024 Q3	$22.8M	Buy	292,414 +5,429	+2%	+$406K	4.79%	8
2024 Q2	$20.8M	Sell	286,985 -1,070	-0.4%	-$78.7K	4.73%	8
2024 Q1	$21.4M	Buy	288,055 +882	+0.3%	+$62.8K	4.84%	8
2023 Q4	$20.2M	Sell	287,173 -176	-0.1%	-$11.6K	3.25%	11
2023 Q3	$18.5M	Sell	287,349 -114	-0%	-$7.63K	3.17%	11
2023 Q2	$19.4M	Sell	287,463 -13,585	-5%	-$921K	3.13%	11
2023 Q1	$20.1M	Sell	301,048 -2,666	-0.9%	-$175K	3.29%	10
2022 Q4	$18.7M	Sell	303,714 -3,842	-1%	-$226K	3.07%	11
2022 Q3	$16.2M	Buy	307,556 +271,251	+747%	+$15.9M	2.8%	13
2022 Q2	$2.14M	Buy	36,305 +749	+2%	+$48.1K	0.34%	27
2022 Q1	$2.47M	Sell	35,556 -1,417	-4%	-$100K	0.33%	27
2021 Q4	$2.76M	Buy	36,973 +2,299	+7%	+$173K	0.35%	27
2021 Q3	$2.58M	Sell	34,674 -314	-0.9%	-$23.9K	0.34%	27
2021 Q2	$2.62M	Buy	34,988 +2,069	+6%	+$156K	0.41%	25
2021 Q1	$2.37M	Buy	32,919 +3,430	+12%	+$245K	0.38%	26
2020 Q4	$2.04M	Sell	29,489 -726	-2%	-$46.9K	0.37%	27
2020 Q3	$1.82M	Sell	30,215 -196	-0.6%	-$11.8K	0.35%	28
2020 Q2	$1.74M	Buy	30,411 +12,711	+72%	+$689K	0.35%	28
2020 Q1	$883K	Buy	17,700 +4,653	+36%	+$277K	0.19%	32
2019 Q4	$851K	Buy	13,047 +4,222	+48%	+$268K	0.16%	33
2019 Q3	$539K	Hold	8,825	–	–	0.11%	37
2019 Q2	$542K	Hold	8,825	–	–	0.11%	37
2019 Q1	$536K	Buy	8,825 +2,045	+30%	+$121K	0.12%	36
2018 Q4	$373K	Buy	+6,780	New	+$398K	0.09%	38

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Twele Capital Management's IEFA Position: Q2 2026 in Review

Twele Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, buying an estimated $518K and bringing the position to 305,116 shares worth $29.5M. The position accounts for 4.81% of the portfolio, ranked #7.

Twele Capital Management first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Twele Capital Management held 305,116 shares of iShares Core MSCI EAFE ETF worth $29.5M as of Q2 2026.
Twele Capital Management bought 5,392 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $518K.
iShares Core MSCI EAFE ETF made up 4.81% of Twele Capital Management's portfolio in Q2 2026, its #7 holding.
Twele Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.