True Wealth Design’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

True Wealth Design’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	$6.76K	Hold	70	–	–	﹤0.01%	1199
2026 Q1	$6.34K	Sell	70 -117	-63%	-$10.9K	﹤0.01%	1122
2025 Q4	$16.7K	Buy	187 +178	+1,978%	+$15.7K	﹤0.01%	668
2025 Q3	$786	Buy	+9	New	+$765	﹤0.01%	1837
2023 Q4	–	Sell	-316	Closed	-$20.3K	–	794
2023 Q3	$20.3K	Buy	+316	New	+$21.2K	0.01%	177
2023 Q1	–	Sell	-100	Closed	-$6.16K	–	880
2022 Q4	$6.16K	Buy	+100	New	+$5.88K	﹤0.01%	241

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 Wealth Design's IEFA Position: Q2 2026 in Review

True Wealth Design held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 70 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

True Wealth Design first reported a position in IEFA in Q4 2022 and has held it in 6 quarters since. The position peaked at $20.3K in Q3 2023. 2,444 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

True Wealth Design held 70 shares of iShares Core MSCI EAFE ETF worth $6.76K as of Q2 2026.
True Wealth Design left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1199 holding.
True Wealth Design first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 6 quarters since.
True Wealth Design's iShares Core MSCI EAFE ETF position peaked at $20.3K in Q3 2023.
2,444 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.