TI
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tru Independence’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

tru Independence’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
Q1 		$743K Sell
8,210
-2,239
-21% -$209K 0.37% 34
2025
Q4 		$935K Sell
10,449
-122
-1% -$10.8K 0.24% 64
2025
Q3 		$923K Buy
10,571
+1,080
+11% +$91.8K 0.24% 64
2025
Q2 		$792K Sell
9,491
-40
-0.4% -$3.17K 0.23% 63
2025
Q1 		$721K Sell
9,531
-337
-3% -$25.2K 0.22% 67
2024
Q4 		$694K Buy
9,868
+65
+0.7% +$4.79K 0.22% 66
2024
Q3 		$765K Buy
9,803
+1,563
+19% +$117K 0.22% 66
2024
Q2 		$599K Sell
8,240
-2,580
-24% -$190K 0.18% 70
2024
Q1 		$803K Sell
10,820
-2,321
-18% -$165K 0.24% 69
2023
Q4 		$924K Sell
13,141
-21,600
-62% -$1.42M 0.28% 68
2023
Q3 		$2.24M Sell
34,741
-1,294
-4% -$86.6K 0.77% 50
2023
Q2 		$2.43M Sell
36,035
-703
-2% -$47.7K 0.8% 50
2023
Q1 		$2.46M Sell
36,738
-3,657
-9% -$240K 0.79% 52
2022
Q4 		$2.49M Sell
40,395
-1,300
-3% -$76.5K 0.81% 51
2022
Q3 		$2.2M Sell
41,695
-1,327
-3% -$78K 0.78% 52
2022
Q2 		$2.53M Sell
43,022
-5,046
-10% -$324K 0.81% 52
2022
Q1 		$3.34M Sell
48,068
-2,292
-5% -$162K 0.91% 51
2021
Q4 		$3.76M Buy
50,360
+959
+2% +$72.1K 1.02% 49
2021
Q3 		$3.67M Sell
49,401
-2,148
-4% -$163K 1.03% 54
2021
Q2 		$3.86M Sell
51,549
-67,470
-57% -$5.09M 1.14% 47
2021
Q1 		$8.57M Buy
+119,019
New +$8.51M 1.62% 7
2020
Q1 		– Sell
-75,618
Closed -$3.79M – 795
2019
Q4 		$3.79M Buy
+75,618
New +$4.8M 0.54% 61

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

tru Independence's IEFA Position: Q1 2026 in Review

tru Independence reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q1 2026, selling an estimated $209K and leaving 8,210 shares worth $743K. The position accounts for 0.37% of the portfolio, ranked #34.

tru Independence first reported a position in IEFA in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.57M in Q1 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • tru Independence held 8,210 shares of iShares Core MSCI EAFE ETF worth $743K as of Q1 2026.
  • tru Independence sold 2,239 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $209K.
  • iShares Core MSCI EAFE ETF made up 0.37% of tru Independence's portfolio in Q1 2026, its #34 holding.
  • tru Independence first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
  • tru Independence's iShares Core MSCI EAFE ETF position peaked at $8.57M in Q1 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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