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True Link Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

True Link Financial Advisors’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
Q2 		$4.24M Sell
40,810
-174
-0.4% -$17.9K 0.25% 16
2026
Q1 		$3.98M Buy
40,984
+1,097
+3% +$110K 0.25% 16
2025
Q4 		$3.83M Buy
39,887
+4,827
+14% +$458K 0.23% 18
2025
Q3 		$3.27M Sell
35,060
-92
-0.3% -$8.36K 0.21% 19
2025
Q2 		$3.14M Sell
35,152
-1,737
-5% -$148K 0.22% 20
2025
Q1 		$3.01M Buy
36,889
+13,459
+57% +$1.08M 0.23% 19
2024
Q4 		$1.77M Sell
23,430
-36
-0.2% -$2.85K 0.15% 19
2024
Q3 		$1.96M Sell
23,466
-977
-4% -$78.6K 0.17% 18
2024
Q2 		$1.91M Sell
24,443
-2,654
-10% -$210K 0.18% 18
2024
Q1 		$2.16M Sell
27,097
-143
-0.5% -$10.9K 0.21% 19
2023
Q4 		$2.05M Sell
27,240
-5,387
-17% -$381K 0.22% 19
2023
Q3 		$2.25M Sell
32,627
-220
-0.7% -$15.8K 0.27% 20
2023
Q2 		$2.38M Buy
32,847
+63
+0.2% +$4.58K 0.29% 19
2023
Q1 		$2.34M Sell
32,784
-150
-0.5% -$10.5K 0.29% 22
2022
Q4 		$2.16M Sell
32,934
-1,150
-3% -$72K 0.29% 23
2022
Q3 		$1.91M Sell
34,084
-3,338
-9% -$208K 0.28% 28
2022
Q2 		$2.34M Buy
37,422
+953
+3% +$64.9K 0.35% 26
2022
Q1 		$2.68M Buy
36,469
+9,003
+33% +$673K 0.39% 22
2021
Q4 		$2.16M Sell
27,466
-2,185
-7% -$173K 0.29% 38
2021
Q3 		$2.31M Hold
29,651
– – 0.32% 31
2021
Q2 		$2.34M Hold
29,651
– – 0.34% 31
2021
Q1 		$2.25M Sell
29,651
-1,049
-3% -$79K 0.33% 38
2020
Q4 		$2.24M Buy
+30,700
New +$2.1M 0.35% 36

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

True Link Financial Advisors's EFA Position: Q2 2026 in Review

True Link Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.42% in Q2 2026, selling an estimated $17.9K and leaving 40,810 shares worth $4.24M. The position accounts for 0.25% of the portfolio, ranked #16.

True Link Financial Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • True Link Financial Advisors held 40,810 shares of iShares MSCI EAFE ETF worth $4.24M as of Q2 2026.
  • True Link Financial Advisors sold 174 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $17.9K.
  • iShares MSCI EAFE ETF made up 0.25% of True Link Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • True Link Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.