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

True Link Financial Advisors’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	$86M	Buy	890,181 +21,200	+2%	+$2.04M	4.97%	6
2026 Q1	$78.7M	Buy	868,981 +5,721	+0.7%	+$534K	4.86%	6
2025 Q4	$77.2M	Buy	863,260 +23,752	+3%	+$2.1M	4.69%	6
2025 Q3	$73.3M	Buy	839,508 +37,096	+5%	+$3.15M	4.72%	6
2025 Q2	$67M	Buy	802,412 +24,841	+3%	+$1.97M	4.62%	7
2025 Q1	$58.8M	Buy	777,571 +23,634	+3%	+$1.77M	4.39%	7
2024 Q4	$53M	Buy	753,937 +93,924	+14%	+$6.93M	4.45%	7
2024 Q3	$51.5M	Buy	660,013 +46,494	+8%	+$3.48M	4.37%	7
2024 Q2	$44.6M	Buy	613,519 +21,562	+4%	+$1.59M	4.13%	7
2024 Q1	$43.9M	Buy	591,957 +36,225	+7%	+$2.58M	4.21%	7
2023 Q4	$39.1M	Buy	555,732 +37,336	+7%	+$2.46M	4.23%	8
2023 Q3	$33.4M	Buy	518,396 +17,804	+4%	+$1.19M	4%	5
2023 Q2	$33.8M	Buy	500,592 +9,668	+2%	+$656K	4.08%	5
2023 Q1	$32.8M	Buy	490,924 +74,106	+18%	+$4.86M	4.11%	5
2022 Q4	$25.7M	Buy	416,818 +34,508	+9%	+$2.03M	3.48%	7
2022 Q3	$20.1M	Buy	382,310 +69,312	+22%	+$4.08M	2.92%	12
2022 Q2	$18.4M	Sell	312,998 -231,352	-43%	-$14.8M	2.78%	12
2022 Q1	$37.8M	Buy	544,350 +115,764	+27%	+$8.19M	5.47%	6
2021 Q4	$32M	Buy	428,586 +36,559	+9%	+$2.75M	4.27%	6
2021 Q3	$29.1M	Buy	392,027 +25,994	+7%	+$1.98M	3.99%	6
2021 Q2	$27.4M	Buy	366,033 +37,696	+11%	+$2.85M	4.02%	7
2021 Q1	$23.7M	Buy	328,337 +37,300	+13%	+$2.67M	3.43%	7
2020 Q4	$20.1M	Buy	+291,037	New	+$18.8M	3.15%	7

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

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

True Link Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, buying an estimated $2.04M and bringing the position to 890,181 shares worth $86M. The position accounts for 4.97% of the portfolio, ranked #6.

True Link Financial Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,444 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

True Link Financial Advisors held 890,181 shares of iShares Core MSCI EAFE ETF worth $86M as of Q2 2026.
True Link Financial Advisors bought 21,200 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.04M.
iShares Core MSCI EAFE ETF made up 4.97% of True Link Financial Advisors's portfolio in Q2 2026, its #6 holding.
True Link Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
2,444 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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