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

Truvestments Capital’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 Q1	–	Sell	-100	Closed	-$8.95K	–	1199
2025 Q4	$8.95K	Buy	+100	New	+$8.84K	﹤0.01%	718
2025 Q2	–	Sell	-588	Closed	-$44.5K	–	1034
2025 Q1	$44.5K	Buy	+588	New	+$44K	0.01%	418
2024 Q4	–	Sell	-154	Closed	-$12K	–	1042
2024 Q3	$12K	Buy	+154	New	+$11.5K	﹤0.01%	555
2024 Q2	–	Sell	-397	Closed	-$29.5K	–	437
2024 Q1	$29.5K	Buy	+397	New	+$28.3K	0.01%	403
2021 Q4	–	Sell	-17	Closed	-$1K	–	627
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	587
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	595
2021 Q1	$1K	Sell	17 -273	-94%	-$19.5K	﹤0.01%	651
2020 Q4	$20K	Buy	+290	New	+$18.8K	0.01%	362
2019 Q2	–	Sell	-46	Closed	-$3K	–	744
2019 Q1	$3K	Buy	+46	New	+$2.71K	﹤0.01%	651

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Truvestments Capital's IEFA Position: Q1 2026 in Review

Truvestments Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 100 shares — an estimated $8.95K sold.

Truvestments Capital first reported a position in IEFA in Q1 2019 and held it in 9 quarters. The position peaked at $44.5K in Q1 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Truvestments Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Truvestments Capital sold 100 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.95K.
Truvestments Capital first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and held it in 9 quarters.
Truvestments Capital's iShares Core MSCI EAFE ETF position peaked at $44.5K in Q1 2025.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.