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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

True Link Financial Advisors's EFA Position: Q1 2026 in Review

True Link Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.8% in Q1 2026, buying an estimated $110K and bringing the position to 40,984 shares worth $3.98M. 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 22 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • True Link Financial Advisors held 40,984 shares of iShares MSCI EAFE ETF worth $3.98M as of Q1 2026.
  • True Link Financial Advisors bought 1,097 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $110K.
  • iShares MSCI EAFE ETF made up 0.25% of True Link Financial Advisors's portfolio in Q1 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 22 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.