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 Q2	$738K	Sell	7,637 -573	-7%	-$55K	0.32%	37
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

tru Independence's IEFA Position: Q2 2026 in Review

tru Independence reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7% in Q2 2026, selling an estimated $55K and leaving 7,637 shares worth $738K. The position accounts for 0.32% of the portfolio, ranked #37.

tru Independence first reported a position in IEFA in Q4 2019 and has held it in 23 quarters since. The position peaked at $8.57M in Q1 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

tru Independence held 7,637 shares of iShares Core MSCI EAFE ETF worth $738K as of Q2 2026.
tru Independence sold 573 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $55K.
iShares Core MSCI EAFE ETF made up 0.32% of tru Independence's portfolio in Q2 2026, its #37 holding.
tru Independence first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 23 quarters since.
tru Independence's iShares Core MSCI EAFE ETF position peaked at $8.57M in Q1 2021.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.