TRUE Private Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

TRUE Private Wealth 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	$418K	Hold	4,022	–	–	0.04%	192
2026 Q1	$391K	Hold	4,022	–	–	0.04%	189
2025 Q4	$386K	Sell	4,022 -228	-5%	-$21.6K	0.04%	189
2025 Q3	$397K	Buy	4,250 +213	+5%	+$19.4K	0.04%	182
2025 Q2	$361K	Buy	4,037 +15	+0.4%	+$1.28K	0.04%	186
2025 Q1	$329K	Buy	+4,022	New	+$324K	0.04%	175
2023 Q3	–	Sell	-4,271	Closed	-$310K	–	263
2023 Q2	$310K	Buy	4,271 +107	+3%	+$7.77K	0.05%	166
2023 Q1	$298K	Buy	+4,164	New	+$291K	0.04%	173
2021 Q1	–	Sell	-1,047	Closed	-$76K	–	369
2020 Q4	$76K	Hold	1,047	–	–	0.01%	308
2020 Q3	$66K	Hold	1,047	–	–	0.01%	299
2020 Q2	$63K	Hold	1,047	–	–	0.01%	295
2020 Q1	$55K	Sell	1,047 -2,052	-66%	-$130K	0.01%	274
2019 Q4	$215K	Buy	3,099 +13	+0.4%	+$878	0.03%	210
2019 Q3	$201K	Hold	3,086	–	–	0.03%	200
2019 Q2	$202K	Sell	3,086 -190	-6%	-$12.4K	0.03%	190
2019 Q1	$212K	Sell	3,276 -3,881	-54%	-$245K	0.04%	189
2018 Q4	$421K	Sell	7,157 -82	-1%	-$5.12K	0.07%	152
2018 Q3	$492K	Sell	7,239 -670	-8%	-$45.2K	0.07%	166
2018 Q2	$530K	Sell	7,909 -46	-0.6%	-$3.23K	0.08%	157
2018 Q1	$554K	Sell	7,955 -243	-3%	-$17.3K	0.1%	122
2017 Q4	$576K	Buy	+8,198	New	+$570K	0.1%	114

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

TRUE Private Wealth Advisors's EFA Position: Q2 2026 in Review

TRUE Private Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 4,022 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #192.

TRUE Private Wealth Advisors first reported a position in EFA in Q4 2017 and has held it in 21 quarters since. The position peaked at $576K in Q4 2017. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

TRUE Private Wealth Advisors held 4,022 shares of iShares MSCI EAFE ETF worth $418K as of Q2 2026.
TRUE Private Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #192 holding.
TRUE Private Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 21 quarters since.
TRUE Private Wealth Advisors's iShares MSCI EAFE ETF position peaked at $576K in Q4 2017.
713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.