tru Independence
EFA icon

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
Q3 		$750K Sell
7,218
-59
-0.8% -$6.25K 0.32% 38
2026
Q2 		$756K Sell
7,277
-28
-0.4% -$2.88K 0.33% 36
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

New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Ryan Investment Management
Ryan Investment Management Basalt, Colorado $239M AUM 16.47% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

tru Independence's EFA Position: Q3 2026 in Review

tru Independence reduced its iShares MSCI EAFE ETF (EFA) stake by 0.81% in Q3 2026, selling an estimated $6.25K and leaving 7,218 shares worth $750K. The position accounts for 0.32% of the portfolio, ranked #38.

tru Independence first reported a position in EFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.13M in Q4 2021. 646 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • tru Independence held 7,218 shares of iShares MSCI EAFE ETF worth $750K as of Q3 2026.
  • tru Independence sold 59 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $6.25K.
  • iShares MSCI EAFE ETF made up 0.32% of tru Independence's portfolio in Q3 2026, its #38 holding.
  • tru Independence first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • tru Independence's iShares MSCI EAFE ETF position peaked at $1.13M in Q4 2021.
  • 646 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.