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

TruNorth Capital Management’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 Q2	$6.28M	Buy	65,020 +1,604	+3%	+$154K	1.01%	17
2026 Q1	$5.74M	Sell	63,416 -12,144	-16%	-$1.13M	1.1%	16
2025 Q4	$6.76M	Sell	75,560 -670	-0.9%	-$59.2K	1.28%	15
2025 Q3	$6.66M	Buy	76,230 +194	+0.3%	+$16.5K	1.32%	15
2025 Q2	$6.35M	Sell	76,036 -1,730	-2%	-$137K	1.41%	15
2025 Q1	$5.88M	Buy	77,766 +15,473	+25%	+$1.16M	1.46%	14
2024 Q4	$4.38M	Sell	62,293 -40	-0.1%	-$2.95K	1.2%	14
2024 Q3	$4.87M	Sell	62,333 -765	-1%	-$57.3K	1.44%	13
2024 Q2	$4.58M	Sell	63,098 -30	-0%	-$2.21K	1.49%	13
2024 Q1	$4.69M	Buy	+63,128	New	+$4.49M	1.61%	12

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TruNorth Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, buying an estimated $154K and bringing the position to 65,020 shares worth $6.28M. The position accounts for 1.01% of the portfolio, ranked #17.

TruNorth Capital Management first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.76M in Q4 2025. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

TruNorth Capital Management held 65,020 shares of iShares Core MSCI EAFE ETF worth $6.28M as of Q2 2026.
TruNorth Capital Management bought 1,604 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $154K.
iShares Core MSCI EAFE ETF made up 1.01% of TruNorth Capital Management's portfolio in Q2 2026, its #17 holding.
TruNorth Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
TruNorth Capital Management's iShares Core MSCI EAFE ETF position peaked at $6.76M in Q4 2025.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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