tru Independence’s iShares MSCI EAFE ETF EFA Stock Holding History

tru Independence’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$710K	Sell	7,305 -374	-5%	-$37.4K	0.35%	37
2025 Q4	$737K	Sell	7,679 -12	-0.2%	-$1.14K	0.19%	72
2025 Q3	$718K	Sell	7,691 -641	-8%	-$58.3K	0.19%	74
2025 Q2	$745K	Sell	8,332 -680	-8%	-$58.1K	0.22%	66
2025 Q1	$737K	Sell	9,012 -1,150	-11%	-$92.7K	0.23%	65
2024 Q4	$768K	Sell	10,162 -194	-2%	-$15.4K	0.24%	59
2024 Q3	$866K	Buy	10,356 +111	+1%	+$8.93K	0.25%	64
2024 Q2	$802K	Sell	10,245 -153	-1%	-$12.1K	0.24%	65
2024 Q1	$830K	Sell	10,398 -714	-6%	-$54.6K	0.24%	68
2023 Q4	$837K	Buy	11,112 +542	+5%	+$38.3K	0.25%	72
2023 Q3	$729K	Hold	10,570	–	–	0.25%	73
2023 Q2	$766K	Buy	10,570 +192	+2%	+$13.9K	0.25%	72
2023 Q1	$742K	Sell	10,378 -1,402	-12%	-$98.1K	0.24%	74
2022 Q4	$773K	Buy	11,780 +13	+0.1%	+$814	0.25%	70
2022 Q3	$659K	Sell	11,767 -870	-7%	-$54.2K	0.23%	73
2022 Q2	$790K	Buy	12,637 +350	+3%	+$23.8K	0.25%	71
2022 Q1	$904K	Sell	12,287 -2,100	-15%	-$157K	0.24%	75
2021 Q4	$1.13M	Buy	14,387 +847	+6%	+$67.1K	0.31%	65
2021 Q3	$1.06M	Buy	13,540 +1,158	+9%	+$92.6K	0.3%	66
2021 Q2	$977K	Buy	12,382 +265	+2%	+$21.1K	0.29%	62
2021 Q1	$919K	Buy	+12,117	New	+$912K	0.17%	123
2020 Q4	–	Sell	-3,855	Closed	-$245K	–	778
2020 Q3	$245K	Buy	+3,855	New	+$247K	0.07%	150
2020 Q1	–	Sell	-17,373	Closed	-$929K	–	741
2019 Q4	$929K	Buy	+17,373	New	+$1.17M	0.13%	118

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

tru Independence's EFA Position: Q1 2026 in Review

tru Independence reduced its iShares MSCI EAFE ETF (EFA) stake by 4.9% in Q1 2026, selling an estimated $37.4K and leaving 7,305 shares worth $710K. The position accounts for 0.35% of the portfolio, ranked #37.

tru Independence first reported a position in EFA in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.13M in Q4 2021. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

tru Independence held 7,305 shares of iShares MSCI EAFE ETF worth $710K as of Q1 2026.
tru Independence sold 374 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $37.4K.
iShares MSCI EAFE ETF made up 0.35% of tru Independence's portfolio in Q1 2026, its #37 holding.
tru Independence first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 23 quarters since.
tru Independence's iShares MSCI EAFE ETF position peaked at $1.13M in Q4 2021.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.