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.
| 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 |
| 2024 Q4 | REDUCED | 1,728,333 | -11,551 | -0.7% | 3.25% | $121.5M | $67.73 |
| 2024 Q3 | ADDED | 1,739,884 | +5,680 | +0.3% | 3.65% | $135.8M | $74.06 |
| 2024 Q2 | REDUCED | 1,734,204 | -40,080 | -2.3% | 3.59% | $126.0M | $68.93 |
| 2024 Q1 | REDUCED | 1,774,284 | -73,466 | -4.0% | 3.74% | $131.7M | $69.20 |
| 2023 Q4 | ADDED | 1,847,750 | +127,506 | +7.4% | 3.81% | $130.0M | $65.59 |
| 2023 Q3 | REDUCED | 1,720,244 | -22,631 | -1.3% | 3.56% | $110.7M | $59.17 |
As of 2025 Q4 — sorted by position size