Ownership history in TRUEFG, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which TRUEFG, LLC reported a position in ISHARES TR (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,591 | +456 | +4.1% | 0.28% | $1.0M | $89.46 |
| 2025 Q3 | REDUCED | 11,135 | -142 | -1.3% | 0.27% | $972K | $85.66 |
| 2025 Q2 | REDUCED | 11,277 | -151 | -1.3% | 0.28% | $941K | $81.90 |
| 2025 Q1 | ADDED | 11,428 | +383 | +3.5% | 0.28% | $865K | $72.91 |
| 2024 Q4 | ADDED | 11,045 | +473 | +4.5% | 0.25% | $776K | $67.73 |
| 2024 Q3 | ADDED | 10,572 | +188 | +1.8% | 0.27% | $825K | $74.06 |
| 2024 Q2 | ADDED | 10,384 | +1,237 | +13.5% | 0.27% | $754K | $68.93 |
| 2024 Q1 | ADDED | 9,147 | +85 | +0.9% | 0.25% | $679K | $69.20 |
| 2023 Q4 | ADDED | 9,062 | +166 | +1.9% | 0.25% | $638K | $65.59 |
| 2023 Q3 | ADDED | 8,896 | +129 | +1.5% | 0.25% | $572K | $59.17 |
As of 2025 Q4 — sorted by position size