Ownership history in BIP Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in ISHARES MSCI EAFE ETF (EFA). 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 | 642,637 | -6,795 | -1.0% | 2.18% | $61.7M | $96.03 |
| 2025 Q3 | ADDED | 649,432 | +5,211 | +0.8% | 3.00% | $60.6M | $91.71 |
| 2025 Q2 | REDUCED | 644,221 | -7,297 | -1.1% | 3.55% | $57.6M | $87.80 |
| 2025 Q1 | ADDED | 651,518 | +2,420 | +0.4% | 3.47% | $53.2M | $78.91 |
| 2024 Q4 | REDUCED | 649,098 | -10,389 | -1.6% | 3.28% | $49.1M | $73.00 |
| 2024 Q3 | ADDED | 659,487 | +51,891 | +8.5% | 3.76% | $55.1M | $79.66 |
| 2024 Q2 | REDUCED | 607,596 | -53,851 | -8.1% | 3.90% | $47.6M | $74.61 |
| 2024 Q1 | REDUCED | 661,447 | -11,401 | -1.7% | 3.86% | $52.8M | $74.76 |
| 2023 Q4 | ADDED | 672,848 | +17,156 | +2.6% | 3.99% | $50.7M | $70.54 |
| 2023 Q3 | REDUCED | 655,692 | -63,710 | -8.9% | 4.15% | $45.2M | $63.72 |
As of 2025 Q4 — sorted by position size