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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
Q3 		$1.17M Buy
11,244
+74
+0.7% +$7.84K 0.27% 18
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% +$10K 0.26% 22
2021
Q3 		$589K Buy
7,314
+121
+2% +$9.7K 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

NYU
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

TrueFG's EFA Position: Q3 2026 in Review

TrueFG increased its iShares MSCI EAFE ETF (EFA) stake by 0.66% in Q3 2026, buying an estimated $7.84K and bringing the position to 11,244 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #18.

TrueFG first reported a position in EFA in Q4 2019 and has held it in 28 quarters since. 508 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • TrueFG held 11,244 shares of iShares MSCI EAFE ETF worth $1.17M as of Q3 2026.
  • TrueFG bought 74 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $7.84K.
  • iShares MSCI EAFE ETF made up 0.27% of TrueFG's portfolio in Q3 2026, its #18 holding.
  • TrueFG first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.