TrueNorth Wealth & Impact, LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$9.9M	Buy	+102,697	New	+$10.1M	3.79%	5

Other funds holding IEFA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's IEFA Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 102,697 shares worth $9.9M. The stake represents 3.79% of the portfolio and ranks #5 among its holdings.

2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 102,697 shares of iShares Core MSCI EAFE ETF worth $9.9M as of Q3 2026.
iShares Core MSCI EAFE ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
iShares Core MSCI EAFE ETF made up 3.79% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #5 holding.
2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.