T
EFA icon

TrueFG’s iShares MSCI EAFE ETF EFA Stock Holding History

TrueFG’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 		$1.16M Sell
11,170
-132
-1% -$13.6K 0.27% 19
2026
Q1 		$1.1M Sell
11,302
-45
-0.4% -$4.5K 0.29% 18
2025
Q4 		$1.09M Sell
11,347
-38
-0.3% -$3.6K 0.29% 18
2025
Q3 		$1.06M Sell
11,385
-29
-0.3% -$2.64K 0.29% 18
2025
Q2 		$1.02M Sell
11,414
-606
-5% -$51.7K 0.3% 19
2025
Q1 		$982K Sell
12,020
-130
-1% -$10.5K 0.32% 17
2024
Q4 		$919K Buy
12,150
+955
+9% +$75.6K 0.3% 18
2024
Q3 		$936K Buy
11,195
+164
+1% +$13.2K 0.31% 16
2024
Q2 		$864K Buy
11,031
+100
+0.9% +$7.92K 0.31% 17
2024
Q1 		$873K Buy
10,931
+117
+1% +$8.95K 0.32% 18
2023
Q4 		$815K Buy
10,814
+159
+1% +$11.2K 0.32% 18
2023
Q3 		$734K Buy
10,655
+230
+2% +$16.5K 0.32% 18
2023
Q2 		$756K Buy
10,425
+140
+1% +$10.2K 0.32% 18
2023
Q1 		$736K Buy
10,285
+2,216
+27% +$155K 0.33% 18
2022
Q4 		$530K Buy
8,069
+199
+3% +$12.5K 0.25% 23
2022
Q3 		$441K Buy
7,870
+293
+4% +$18.3K 0.23% 24
2022
Q2 		$473K Buy
7,577
+74
+1% +$5.04K 0.24% 24
2022
Q1 		$552K Buy
7,503
+63
+0.8% +$4.71K 0.25% 22
2021
Q4 		$585K Buy
7,440
+126
+2% +$9.98K 0.26% 22
2021
Q3 		$589K Buy
7,314
+121
+2% +$9.68K 0.27% 21
2021
Q2 		$567K Buy
7,193
+82
+1% +$6.51K 0.29% 20
2021
Q1 		$540K Buy
7,111
+46
+0.7% +$3.46K 0.29% 19
2020
Q4 		$515K Sell
7,065
-598
-8% -$40.9K 0.31% 20
2020
Q3 		$488K Sell
7,663
-136
-2% -$8.7K 0.34% 18
2020
Q2 		$475K Buy
7,799
+2,067
+36% +$120K 0.36% 18
2020
Q1 		$306K Buy
5,732
+96
+2% +$6.09K 0.28% 23
2019
Q4 		$391K Buy
+5,636
New +$381K 0.3% 21

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TrueFG's EFA Position: Q2 2026 in Review

TrueFG reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q2 2026, selling an estimated $13.6K and leaving 11,170 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #19.

TrueFG first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • TrueFG held 11,170 shares of iShares MSCI EAFE ETF worth $1.16M as of Q2 2026.
  • TrueFG sold 132 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $13.6K.
  • iShares MSCI EAFE ETF made up 0.27% of TrueFG's portfolio in Q2 2026, its #19 holding.
  • TrueFG first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.