BOK Financial Private Wealth, Inc. IEFA — ISHARES TR

Ownership history in BOK Financial Private Wealth, Inc.  ·  43 quarters on record

AI Ownership Summary

BOK Financial Private Wealth, Inc. reported ISHARES TR (IEFA) in 43 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.63% in 2023 Q4. The latest visible filing shows IEFA at 2.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOK Financial Private Wealth, Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IEFA was reported at 2.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.63% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IEFA stock page BOK Financial Private Wealth, Inc. fund profile BOK Financial Private Wealth, Inc. full holdings
How BOK Financial Private Wealth, Inc. held IEFA — position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 546,166 -1,131 -0.2% 2.99% $49.4M 2026-05-12 $96.52
2025 Q4 REDUCED — — — 547,297 -19,373 -3.4% 3.00% $49.0M 2026-02-06 $95.66
2025 Q3 REDUCED — — — 566,670 -12,677 -2.2% 3.11% $49.5M 2025-11-07 $86.16
2025 Q2 REDUCED — — — 579,347 -15,005 -2.5% 3.23% $48.4M 2025-08-07 $82.52
2025 Q1 ADDED — — — 594,352 +13,249 +2.3% 3.38% $45.0M 2025-05-14 $77.13
2024 Q4 REDUCED — — — 581,103 -1,957 -0.3% 2.97% $40.8M 2025-02-07 $71.30
2024 Q3 REDUCED — — — 583,060 -23,878 -3.9% 3.29% $45.5M 2024-11-13 $68.33
2024 Q2 REDUCED — — — 606,938 -6,540 -1.1% 3.20% $44.1M 2024-08-14 $69.68
2024 Q1 REDUCED — — — 613,478 -21,669 -3.4% 3.39% $45.5M 2024-05-01 $66.79
2023 Q4 REDUCED 7.5% +5.0% ❌ 635,147 -51,581 -7.5% 3.63% $44.7M 2024-01-30 $65.46
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEFA

As of 2026 Q1 — sorted by position size

Summit Rock Advisors, LP 3Y 7Y 100.0% Wilshire Advisors LLC 3Y 7Y 38.03% CBM Financial, LLC 27.15% Roth Financial Partners LLC 3Y 22.89% Shelter Ins Retirement Plan 3Y 7Y 22.6% Ironwood Wealth Management, LLC. 3Y 7Y 22.35% CKW FINANCIAL GROUP 3Y 7Y 21.72% Mann Financial Group, Inc. 20.79% Cabot-Wellington, LLC 3Y 7Y 19.04% NorthLanding Financial Partners, LLC 3Y 18.86%

FAQ About BOK Financial Private Wealth, Inc. and IEFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOK Financial Private Wealth, Inc. reported owning IEFA?

BOK Financial Private Wealth, Inc. reported IEFA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IEFA position in BOK Financial Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for IEFA was 3.63% in 2023 Q4.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q1, when BOK Financial Private Wealth, Inc. reported 546,166 shares, equal to 2.99% of portfolio, with an estimated market value of $49.4M.

What does the chart on this IEFA ownership page compare?

The chart compares BOK Financial Private Wealth, Inc.'s quarterly IEFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BOK Financial Private Wealth, Inc. time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, BOK Financial Private Wealth, Inc. correctly timed 21 out of 42 reported position changes (50%). The annualised alpha on IEFA relative to SPY over the holding period was -4.9%.

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