IEFA — ISHARES TR

Ownership history in Truepoint, Inc. · 42 quarters on record

This page tracks every 13F SEC filing in which Truepoint, Inc. 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.

Peak position

6.32% (2020 Q2)

Avg. % of fund

2.77%

First filed

2015 Q3

Last filed

2025 Q4

Quarters held

42

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	1,192,495	-49,460	-4.0%	2.40%	$106.7M	$89.46
2025 Q3	REDUCED	1,241,955	-28,012	-2.2%	2.52%	$108.4M	$85.66
2025 Q2	REDUCED	1,269,967	-132,393	-9.4%	2.64%	$106.0M	$81.90
2025 Q1	REDUCED	1,402,360	-325,973	-18.9%	2.88%	$106.1M	$72.91

% of Fund (quarterly) IEFA price (monthly, adj. close)

Other funds also holding IEFA

As of 2025 Q4 — sorted by position size

Chan Zuckerberg Initiative, LLC 27.9% CBM Financial, LLC 27.41% Ironwood Wealth Management, LLC. 3Y 7Y 22.54% Roth Financial Partners LLC 3Y 21.93% Cabot-Wellington, LLC 3Y 7Y 21.15% CKW FINANCIAL GROUP 3Y 7Y 20.94% Passaic Partners LLC 3Y 20.89% MARQUETTE ASSOCIATES, INC. 19.61% NorthLanding Financial Partners, LLC 3Y 18.8% Dean, Jacobson Financial Services, LLC 3Y 18.15%

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