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

Truepoint Inc’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
Q1 		$103M Sell
1,136,123
-56,372
-5% -$5.26M 2.29% 13
2025
Q4 		$107M Sell
1,192,495
-49,460
-4% -$4.37M 2.4% 12
2025
Q3 		$108M Sell
1,241,955
-28,012
-2% -$2.38M 2.52% 11
2025
Q2 		$106M Sell
1,269,967
-132,393
-9% -$10.5M 2.64% 11
2025
Q1 		$106M Sell
1,402,360
-325,973
-19% -$24.4M 2.88% 11
2024
Q4 		$121M Sell
1,728,333
-11,551
-0.7% -$852K 3.25% 11
2024
Q3 		$136M Buy
1,739,884
+5,680
+0.3% +$425K 3.65% 9
2024
Q2 		$126M Sell
1,734,204
-40,080
-2% -$2.95M 3.59% 9
2024
Q1 		$132M Sell
1,774,284
-73,466
-4% -$5.23M 3.74% 9
2023
Q4 		$130M Buy
1,847,750
+127,506
+7% +$8.4M 3.81% 9
2023
Q3 		$111M Sell
1,720,244
-22,631
-1% -$1.52M 3.56% 9
2023
Q2 		$118M Sell
1,742,875
-29,636
-2% -$2.01M 3.9% 9
2023
Q1 		$118M Sell
1,772,511
-28,686
-2% -$1.88M 4.08% 9
2022
Q4 		$111M Sell
1,801,197
-62,466
-3% -$3.68M 4.02% 9
2022
Q3 		$98.2M Buy
1,863,663
+241,586
+15% +$14.2M 5.03% 8
2022
Q2 		$95.5M Buy
1,622,077
+14,759
+0.9% +$947K 4.97% 8
2022
Q1 		$112M Buy
1,607,318
+257,038
+19% +$18.2M 5.3% 8
2021
Q4 		$101M Buy
1,350,280
+97,921
+8% +$7.36M 4.7% 8
2021
Q3 		$93M Sell
1,252,359
-24,856
-2% -$1.89M 4.67% 8
2021
Q2 		$95.6M Sell
1,277,215
-23,412
-2% -$1.77M 5.29% 8
2021
Q1 		$93.7M Sell
1,300,627
-12,151
-0.9% -$868K 5.83% 7
2020
Q4 		$90.7M Sell
1,312,778
-30,299
-2% -$1.96M 6.02% 7
2020
Q3 		$81M Sell
1,343,077
-29,376
-2% -$1.77M 6.19% 7
2020
Q2 		$78.4M Buy
1,372,453
+33,676
+3% +$1.82M 6.32% 7
2020
Q1 		$66.8M Buy
1,338,777
+995,608
+290% +$59.3M 6.1% 7
2019
Q4 		$22.4M Sell
343,169
-4,268
-1% -$271K 1.7% 9
2019
Q3 		$21.2M Buy
347,437
+60,084
+21% +$3.63M 1.86% 8
2019
Q2 		$17.6M Buy
287,353
+41,331
+17% +$2.53M 1.42% 9
2019
Q1 		$15M Buy
246,022
+14,549
+6% +$859K 1.28% 8
2018
Q4 		$12.7M Buy
231,473
+154,942
+202% +$9.09M 1.22% 8
2018
Q3 		$4.9M Buy
76,531
+34,185
+81% +$2.18M 0.42% 13
2018
Q2 		$2.68M Buy
42,346
+39,032
+1,178% +$2.58M 0.24% 21
2018
Q1 		$50.3K Sell
3,314
-32,264
-91% -$2.17M 0.39% 15
2017
Q4 		$2.35M Buy
35,578
+5,464
+18% +$356K 0.22% 20
2017
Q3 		$1.93M Sell
30,114
-16,390
-35% -$1.03M 0.19% 21
2017
Q2 		$2.93M Sell
46,504
-313
-0.7% -$18.9K 0.29% 18
2017
Q1 		$2.71M Sell
46,817
-541
-1% -$30.4K 0.29% 19
2016
Q4 		$2.63M Sell
47,358
-2,790
-6% -$150K 0.29% 20
2016
Q3 		$2.77M Sell
50,148
-9,952
-17% -$537K 0.34% 16
2016
Q2 		$3.12M Buy
60,100
+16,277
+37% +$870K 0.4% 16
2016
Q1 		$2.33M Buy
43,823
+8,055
+23% +$411K 0.31% 16
2015
Q4 		$1.95M Sell
35,768
-85,790
-71% -$4.76M 0.27% 15
2015
Q3 		$6.42M Buy
+121,558
New +$6.89M 0.96% 11

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truepoint Inc's IEFA Position: Q1 2026 in Review

Truepoint Inc reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.7% in Q1 2026, selling an estimated $5.26M and leaving 1,136,123 shares worth $103M. The position accounts for 2.29% of the portfolio, ranked #13.

Truepoint Inc first reported a position in IEFA in Q3 2015 and has held it in 43 quarters since. The position peaked at $136M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Truepoint Inc held 1,136,123 shares of iShares Core MSCI EAFE ETF worth $103M as of Q1 2026.
  • Truepoint Inc sold 56,372 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $5.26M.
  • iShares Core MSCI EAFE ETF made up 2.29% of Truepoint Inc's portfolio in Q1 2026, its #13 holding.
  • Truepoint Inc first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and has held it in 43 quarters since.
  • Truepoint Inc's iShares Core MSCI EAFE ETF position peaked at $136M in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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