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 Q3	$6.3M	Buy	65,066 +46	+0.1%	+$4.54K	0.98%	16
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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

TruNorth Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.07% in Q3 2026, buying an estimated $4.54K and bringing the position to 65,066 shares worth $6.3M. The position accounts for 0.98% of the portfolio, ranked #16.

TruNorth Capital Management first reported a position in IEFA in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.76M in Q4 2025. 330 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

TruNorth Capital Management held 65,066 shares of iShares Core MSCI EAFE ETF worth $6.3M as of Q3 2026.
TruNorth Capital Management bought 46 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $4.54K.
iShares Core MSCI EAFE ETF made up 0.98% of TruNorth Capital Management's portfolio in Q3 2026, its #16 holding.
TruNorth Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 11 quarters since.
TruNorth Capital Management's iShares Core MSCI EAFE ETF position peaked at $6.76M in Q4 2025.
330 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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