Truvestments Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Truvestments Capital’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	$55.8K	Buy	+537	New	+$55.2K	0.01%	508
2022 Q4	–	Sell	-72	Closed	-$4K	–	926
2022 Q3	$4K	Hold	72	–	–	﹤0.01%	483
2022 Q2	$4K	Buy	+72	New	+$4.9K	﹤0.01%	493
2022 Q1	–	Sell	-70	Closed	-$6K	–	288
2021 Q4	$6K	Buy	+70	New	+$5.54K	﹤0.01%	455
2020 Q1	–	Sell	-5,967	Closed	-$414K	–	519
2019 Q4	$414K	Hold	5,967	–	–	0.29%	94
2019 Q3	$389K	Hold	5,967	–	–	0.25%	95
2019 Q2	$392K	Buy	5,967 +4,350	+269%	+$285K	0.26%	90
2019 Q1	$105K	Buy	+1,617	New	+$102K	0.08%	156
2018 Q3	$69K	Buy	+1,018	New	+$68.7K	0.03%	322

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

Truvestments Capital's EFA Position: Q2 2026 in Review

Truvestments Capital opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 537 shares worth $55.8K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in EFA as recently as Q3 2022.

Truvestments Capital first reported a position in EFA in Q3 2018 and has held it in 9 quarters since. The position peaked at $414K in Q4 2019. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Truvestments Capital held 537 shares of iShares MSCI EAFE ETF worth $55.8K as of Q2 2026.
iShares MSCI EAFE ETF was a new Truvestments Capital position in Q2 2026.
iShares MSCI EAFE ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #508 holding.
Truvestments Capital first reported a position in iShares MSCI EAFE ETF in Q3 2018 and has held it in 9 quarters since.
Truvestments Capital's iShares MSCI EAFE ETF position peaked at $414K in Q4 2019.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.