True Wealth Design’s GrafTech EAF Stock Holding History

True Wealth Design’s Portfolio EAF Stock Details EAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-97	Closed	-$847	–	2648
2025 Q1	$847	Buy	+97	New	+$1.26K	﹤0.01%	1329

Other funds holding EAF

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

True Wealth Design's EAF Position: Q2 2025 in Review

True Wealth Design sold out of GrafTech (EAF) in Q2 2025, closing a stake of 97 shares — an estimated $847 sold.

True Wealth Design first reported a position in EAF in Q1 2025 and held it in 1 quarter. The position peaked at $847 in Q1 2025. 129 funds tracked by Wall St. Rank hold EAF as of Q2 2025.

True Wealth Design reported no remaining GrafTech position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 97 GrafTech shares in Q2 2025, an estimated $847.
True Wealth Design first reported a position in GrafTech in Q1 2025 and held it in 1 quarter.
True Wealth Design's GrafTech position peaked at $847 in Q1 2025.
129 funds tracked by Wall St. Rank held GrafTech as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.