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 Q3	$738K	Sell	7,614 -23	-0.3%	-$2.27K	0.32%	39
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%	-$3.18K	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%	+$4.8K	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	$8.58M	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

tru Independence's IEFA Position: Q3 2026 in Review

tru Independence reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.3% in Q3 2026, selling an estimated $2.27K and leaving 7,614 shares worth $738K. The position accounts for 0.32% of the portfolio, ranked #39.

tru Independence first reported a position in IEFA in Q4 2019 and has held it in 24 quarters since. The position peaked at $8.58M in Q1 2021. 734 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

tru Independence held 7,614 shares of iShares Core MSCI EAFE ETF worth $738K as of Q3 2026.
tru Independence sold 23 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.27K.
iShares Core MSCI EAFE ETF made up 0.32% of tru Independence's portfolio in Q3 2026, its #39 holding.
tru Independence first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
tru Independence's iShares Core MSCI EAFE ETF position peaked at $8.58M in Q1 2021.
734 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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