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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

TruNorth Capital Management's EFA Position: Q2 2026 in Review

TruNorth Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 7.7% in Q2 2026, selling an estimated $60.7K and leaving 7,044 shares worth $732K. The position accounts for 0.12% of the portfolio, ranked #57.

TruNorth Capital Management first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $746K in Q4 2025. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

TruNorth Capital Management held 7,044 shares of iShares MSCI EAFE ETF worth $732K as of Q2 2026.
TruNorth Capital Management sold 590 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $60.7K.
iShares MSCI EAFE ETF made up 0.12% of TruNorth Capital Management's portfolio in Q2 2026, its #57 holding.
TruNorth Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
TruNorth Capital Management's iShares MSCI EAFE ETF position peaked at $746K in Q4 2025.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.