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

True North 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	$315K	Buy	3,263 +40	+1%	+$3.84K	0.03%	229
2026 Q1	$292K	Sell	3,223 -1,005	-24%	-$93.8K	0.03%	210
2025 Q4	$378K	Hold	4,228	–	–	0.05%	184
2025 Q3	$369K	Buy	+4,228	New	+$359K	0.06%	157
2023 Q3	–	Sell	-3,661	Closed	-$247K	–	202
2023 Q2	$247K	Buy	+3,661	New	+$248K	0.07%	184
2022 Q4	–	Sell	-4,268	Closed	-$224K	–	185
2022 Q3	$224K	Buy	+4,268	New	+$251K	0.07%	164

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 North Advisors's IEFA Position: Q2 2026 in Review

True North Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q2 2026, buying an estimated $3.84K and bringing the position to 3,263 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #229.

True North Advisors first reported a position in IEFA in Q3 2022 and has held it in 6 quarters since. The position peaked at $378K in Q4 2025. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

True North Advisors held 3,263 shares of iShares Core MSCI EAFE ETF worth $315K as of Q2 2026.
True North Advisors bought 40 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.84K.
iShares Core MSCI EAFE ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #229 holding.
True North Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 6 quarters since.
True North Advisors's iShares Core MSCI EAFE ETF position peaked at $378K in Q4 2025.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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