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

True North 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	$687K	Sell	6,612 -1,391	-17%	-$143K	0.07%	153
2026 Q1	$777K	Buy	8,003 +1,137	+17%	+$114K	0.09%	125
2025 Q4	$659K	Buy	+6,866	New	+$651K	0.09%	139
2022 Q3	–	Sell	-4,857	Closed	-$303K	–	190
2022 Q2	$303K	Sell	4,857 -479	-9%	-$32.6K	0.09%	145
2022 Q1	$392K	Buy	5,336 +339	+7%	+$25.4K	0.11%	140
2021 Q4	$393K	Buy	4,997 +140	+3%	+$11.1K	0.07%	173
2021 Q3	$378K	Hold	4,857	–	–	0.07%	175
2021 Q2	$383K	Sell	4,857 -3,681	-43%	-$292K	0.08%	168
2021 Q1	$647K	Buy	8,538 +4,335	+103%	+$326K	0.15%	113
2020 Q4	$306K	Hold	4,203	–	–	0.08%	157
2020 Q3	$267K	Hold	4,203	–	–	0.08%	152
2020 Q2	$255K	Sell	4,203 -1,650	-28%	-$95.4K	0.06%	161
2020 Q1	$312K	Sell	5,853 -5,580	-49%	-$354K	0.11%	95
2019 Q4	$793K	Buy	+11,433	New	+$772K	0.22%	56

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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 North Advisors's EFA Position: Q2 2026 in Review

True North Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 17% in Q2 2026, selling an estimated $143K and leaving 6,612 shares worth $687K. The position accounts for 0.07% of the portfolio, ranked #153.

True North Advisors first reported a position in EFA in Q4 2019 and has held it in 14 quarters since. The position peaked at $793K in Q4 2019. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

True North Advisors held 6,612 shares of iShares MSCI EAFE ETF worth $687K as of Q2 2026.
True North Advisors sold 1,391 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $143K.
iShares MSCI EAFE ETF made up 0.07% of True North Advisors's portfolio in Q2 2026, its #153 holding.
True North Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 14 quarters since.
True North Advisors's iShares MSCI EAFE ETF position peaked at $793K in Q4 2019.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.