IEFA — ISHARES CORE

Ownership history in ADE, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which ADE, LLC reported a position in ISHARES CORE (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
6.19% (2021 Q1)
Avg. % of fund
3.84%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 64,796 +2,914 +4.7% 2.81% $5.8M $89.46
2025 Q3 ADDED 61,882 +388 +0.6% 2.73% $5.4M $85.66
2025 Q2 ADDED 61,494 +2,357 +4.0% 2.73% $5.1M $81.90
2025 Q1 ADDED 59,137 +1,933 +3.4% 2.58% $4.5M $72.91
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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