T
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TrueFG’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

TrueFG’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
Q3 		$1.16M Buy
11,994
+196
+2% +$19.3K 0.27% 19
2026
Q2 		$1.14M Buy
11,798
+118
+1% +$11.3K 0.27% 20
2026
Q1 		$1.06M Buy
11,680
+89
+0.8% +$8.31K 0.28% 19
2025
Q4 		$1.04M Buy
11,591
+456
+4% +$40.3K 0.28% 20
2025
Q3 		$972K Sell
11,135
-142
-1% -$12.1K 0.27% 21
2025
Q2 		$941K Sell
11,277
-151
-1% -$12K 0.28% 21
2025
Q1 		$865K Buy
11,428
+383
+3% +$28.6K 0.28% 19
2024
Q4 		$776K Buy
11,045
+473
+4% +$34.9K 0.25% 22
2024
Q3 		$825K Buy
10,572
+188
+2% +$14.1K 0.27% 19
2024
Q2 		$754K Buy
10,384
+1,237
+14% +$91K 0.27% 20
2024
Q1 		$679K Buy
9,147
+85
+0.9% +$6.05K 0.25% 23
2023
Q4 		$638K Buy
9,062
+166
+2% +$10.9K 0.25% 23
2023
Q3 		$572K Buy
8,896
+129
+1% +$8.64K 0.25% 22
2023
Q2 		$592K Buy
8,767
+64
+0.7% +$4.34K 0.25% 22
2023
Q1 		$582K Sell
8,703
-42
-0.5% -$2.75K 0.26% 23
2022
Q4 		$539K Buy
8,745
+381
+5% +$22.4K 0.26% 22
2022
Q3 		$441K Sell
8,364
-930
-10% -$54.7K 0.23% 25
2022
Q2 		$547K Buy
9,294
+153
+2% +$9.8K 0.28% 20
2022
Q1 		$635K Buy
9,141
+265
+3% +$18.7K 0.29% 20
2021
Q4 		$663K Buy
8,876
+155
+2% +$11.6K 0.29% 19
2021
Q3 		$667K Buy
8,721
+302
+4% +$23K 0.3% 18
2021
Q2 		$630K Buy
8,419
+7
+0.1% +$528 0.32% 18
2021
Q1 		$606K Buy
8,412
+550
+7% +$39.3K 0.33% 17
2020
Q4 		$543K Buy
7,862
+57
+0.7% +$3.69K 0.33% 18
2020
Q3 		$470K Buy
7,805
+152
+2% +$9.17K 0.33% 19
2020
Q2 		$437K Buy
7,653
+53
+0.7% +$2.87K 0.33% 21
2020
Q1 		$379K Sell
7,600
-1,069
-12% -$63.6K 0.34% 21
2019
Q4 		$566K Buy
+8,669
New +$550K 0.43% 15

Other funds holding IEFA

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

TrueFG's IEFA Position: Q3 2026 in Review

TrueFG increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q3 2026, buying an estimated $19.3K and bringing the position to 11,994 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #19.

TrueFG first reported a position in IEFA in Q4 2019 and has held it in 28 quarters since. 551 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • TrueFG held 11,994 shares of iShares Core MSCI EAFE ETF worth $1.16M as of Q3 2026.
  • TrueFG bought 196 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $19.3K.
  • iShares Core MSCI EAFE ETF made up 0.27% of TrueFG's portfolio in Q3 2026, its #19 holding.
  • TrueFG first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
  • 551 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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