Trueblood Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Trueblood Wealth Management’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	$2.22M	Buy	22,987 +2,027	+10%	+$195K	0.78%	28
2026 Q1	$1.9M	Buy	20,960 +1,786	+9%	+$167K	0.74%	30
2025 Q4	$1.72M	Buy	19,174 +1,950	+11%	+$172K	0.67%	40
2025 Q3	$1.5M	Buy	17,224 +856	+5%	+$72.7K	0.59%	53
2025 Q2	$1.37M	Buy	16,368 +1,733	+12%	+$138K	0.57%	54
2025 Q1	$1.11M	Buy	14,635 +2,674	+22%	+$200K	0.51%	60
2024 Q4	$841K	Buy	11,961 +4,250	+55%	+$314K	0.41%	78
2024 Q3	$602K	Buy	7,711 +3,843	+99%	+$288K	0.3%	110
2024 Q2	$281K	Buy	3,868 +144	+4%	+$10.6K	0.16%	170
2024 Q1	$276K	Sell	3,724 -34	-0.9%	-$2.42K	0.16%	168
2023 Q4	$264K	Buy	+3,758	New	+$248K	0.17%	167

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

Trueblood Wealth Management's IEFA Position: Q2 2026 in Review

Trueblood Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.7% in Q2 2026, buying an estimated $195K and bringing the position to 22,987 shares worth $2.22M. The position accounts for 0.78% of the portfolio, ranked #28.

Trueblood Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Trueblood Wealth Management held 22,987 shares of iShares Core MSCI EAFE ETF worth $2.22M as of Q2 2026.
Trueblood Wealth Management bought 2,027 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $195K.
iShares Core MSCI EAFE ETF made up 0.78% of Trueblood Wealth Management's portfolio in Q2 2026, its #28 holding.
Trueblood Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.