TruNorth Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

TruNorth Capital Management’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	$732K	Hold	7,044	–	–	0.11%	58
2026 Q2	$732K	Sell	7,044 -590	-8%	-$60.7K	0.12%	57
2026 Q1	$741K	Sell	7,634 -132	-2%	-$13.2K	0.14%	51
2025 Q4	$746K	Hold	7,766	–	–	0.14%	51
2025 Q3	$725K	Hold	7,766	–	–	0.14%	49
2025 Q2	$694K	Hold	7,766	–	–	0.15%	46
2025 Q1	$635K	Buy	+7,766	New	+$626K	0.16%	48

Other funds holding EFA

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

TruNorth Capital Management's EFA Position: Q3 2026 in Review

TruNorth Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 7,044 shares worth $732K. The position accounts for 0.11% of the portfolio, ranked #58.

TruNorth Capital Management first reported a position in EFA in Q1 2025 and has held it in 7 quarters since. The position peaked at $746K in Q4 2025. 367 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

TruNorth Capital Management held 7,044 shares of iShares MSCI EAFE ETF worth $732K as of Q3 2026.
TruNorth Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.11% of TruNorth Capital Management's portfolio in Q3 2026, its #58 holding.
TruNorth Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
TruNorth Capital Management's iShares MSCI EAFE ETF position peaked at $746K in Q4 2025.
367 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on TruNorth Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.