TI
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Truepoint Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Truepoint Inc’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
Q1 		$923K Sell
9,498
-1,332
-12% -$133K 0.02% 78
2025
Q4 		$1.04M Sell
10,830
-1,213
-10% -$115K 0.02% 76
2025
Q3 		$1.12M Sell
12,043
-1,152
-9% -$105K 0.03% 69
2025
Q2 		$1.18M Sell
13,195
-18
-0.1% -$1.54K 0.03% 67
2025
Q1 		$1.08M Sell
13,213
-766
-5% -$61.7K 0.03% 67
2024
Q4 		$1.06M Sell
13,979
-235
-2% -$18.6K 0.03% 65
2024
Q3 		$1.19M Buy
14,214
+3,428
+32% +$276K 0.03% 58
2024
Q2 		$845K Hold
10,786
– – 0.02% 64
2024
Q1 		$861K Sell
10,786
-7,971
-42% -$610K 0.02% 62
2023
Q4 		$1.41M Buy
18,757
+1,690
+10% +$119K 0.04% 62
2023
Q3 		$1.18M Sell
17,067
-325
-2% -$23.3K 0.04% 70
2023
Q2 		$1.26M Sell
17,392
-1,311
-7% -$95.2K 0.04% 62
2023
Q1 		$1.34M Sell
18,703
-3,602
-16% -$252K 0.05% 59
2022
Q4 		$1.46M Buy
22,305
+2,454
+12% +$154K 0.05% 57
2022
Q3 		$1.11M Sell
19,851
-170
-0.8% -$10.6K 0.06% 61
2022
Q2 		$1.25M Sell
20,021
-1,284
-6% -$87.4K 0.07% 58
2022
Q1 		$1.57M Sell
21,305
-1,004
-5% -$75.1K 0.07% 49
2021
Q4 		$1.75M Buy
22,309
+293
+1% +$23.2K 0.08% 44
2021
Q3 		$1.72M Buy
22,016
+89
+0.4% +$7.12K 0.09% 42
2021
Q2 		$1.73M Buy
21,927
+17
+0.1% +$1.35K 0.1% 39
2021
Q1 		$1.66M Buy
21,910
+1,597
+8% +$120K 0.1% 36
2020
Q4 		$1.48M Buy
20,313
+478
+2% +$32.7K 0.1% 37
2020
Q3 		$1.26M Buy
19,835
+440
+2% +$28.2K 0.1% 35
2020
Q2 		$1.18M Sell
19,395
-4,521
-19% -$261K 0.1% 36
2020
Q1 		$1.28M Sell
23,916
-24,979
-51% -$1.59M 0.12% 33
2019
Q4 		$3.4M Sell
48,895
-777
-2% -$52.5K 0.26% 21
2019
Q3 		$3.24M Sell
49,672
-688
-1% -$44.3K 0.28% 21
2019
Q2 		$3.31M Buy
50,360
+389
+0.8% +$25.5K 0.27% 23
2019
Q1 		$3.24M Buy
49,971
+1,502
+3% +$94.6K 0.28% 22
2018
Q4 		$2.85M Sell
48,469
-2,248
-4% -$140K 0.27% 24
2018
Q3 		$3.45M Sell
50,717
-14
-0% -$945 0.3% 17
2018
Q2 		$3.4M Buy
50,731
+47,129
+1,308% +$3.3M 0.31% 17
2018
Q1 		$51.7K Sell
3,602
-47,857
-93% -$3.41M 0.4% 14
2017
Q4 		$3.62M Sell
51,459
-2,435
-5% -$169K 0.34% 15
2017
Q3 		$3.69M Sell
53,894
-337
-0.6% -$22.5K 0.36% 17
2017
Q2 		$3.65M Buy
54,231
+1,987
+4% +$129K 0.37% 15
2017
Q1 		$3.25M Hold
52,244
– – 0.35% 18
2016
Q4 		$3.12M Sell
52,244
-4,614
-8% -$266K 0.35% 18
2016
Q3 		$3.36M Sell
56,858
-1,671
-3% -$96.9K 0.41% 15
2016
Q2 		$3.27M Sell
58,529
-39,630
-40% -$2.28M 0.42% 15
2016
Q1 		$5.61M Buy
98,159
+68,459
+231% +$3.77M 0.74% 9
2015
Q4 		$1.74M Sell
29,700
-84,402
-74% -$5.08M 0.24% 16
2015
Q3 		$6.54M Buy
114,102
+100,916
+765% +$6.23M 0.98% 9
2015
Q2 		$837K Buy
13,186
+550
+4% +$36.6K 0.13% 16
2015
Q1 		$811K Buy
12,636
+645
+5% +$40.6K 0.13% 16
2014
Q4 		$730K Buy
11,991
+885
+8% +$55.2K 0.12% 16
2014
Q3 		$712K Buy
11,106
+1,016
+10% +$67.8K 0.12% 17
2014
Q2 		$690K Sell
10,090
-15,351
-60% -$1.05M 0.12% 15
2014
Q1 		$1.71M Buy
25,441
+8,081
+47% +$534K 0.33% 11
2013
Q4 		$1.17M Buy
17,360
+6,000
+53% +$392K 0.23% 10
2013
Q3 		$725K Buy
+11,360
New +$696K 0.15% 17

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truepoint Inc's EFA Position: Q1 2026 in Review

Truepoint Inc reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2026, selling an estimated $133K and leaving 9,498 shares worth $923K. The position accounts for 0.02% of the portfolio, ranked #78.

Truepoint Inc first reported a position in EFA in Q3 2013 and has held it in 51 quarters since. The position peaked at $6.54M in Q3 2015. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Truepoint Inc held 9,498 shares of iShares MSCI EAFE ETF worth $923K as of Q1 2026.
  • Truepoint Inc sold 1,332 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $133K.
  • iShares MSCI EAFE ETF made up 0.02% of Truepoint Inc's portfolio in Q1 2026, its #78 holding.
  • Truepoint Inc first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 51 quarters since.
  • Truepoint Inc's iShares MSCI EAFE ETF position peaked at $6.54M in Q3 2015.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.