IEFA ISHARES TR

Ownership history in Bowman & Co S.C.  ·  17 quarters on record

AI Ownership Summary

Bowman & Co S.C. reported ISHARES TR (IEFA) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.25% in 2023 Q3. The latest visible filing shows IEFA at 2.49% 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 Bowman & Co S.C.'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
2025 Q4

IEFA was reported at 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.25% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How Bowman & Co S.C. held IEFA — position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 66,135 -1,386 -2.1% 2.49% $5.9M 2026-02-14 (Est.) $97.28
2025 Q3 REDUCED 67,521 -1,162 -1.7% 2.49% $5.9M 2025-10-10 $84.46
2025 Q2 ADDED 68,683 +4,181 +6.5% 2.56% $5.7M 2025-07-09 $82.27
2025 Q1 ADDED 64,502 +47 +0.1% 2.40% $4.9M 2025-04-08 $65.37
2024 Q4 ADDED 64,455 +522 +0.8% 2.34% $4.5M 2025-01-15 $68.11
2024 Q3 ADDED 63,933 +447 +0.7% 2.62% $5.0M 2024-11-07 $70.99
2024 Q2 ADDED 63,486 +1,455 +2.3% 2.66% $4.6M 2024-07-24 $69.63
2024 Q1 REDUCED 62,031 -2,761 -4.3% 2.78% $4.6M 2024-04-15 $66.79
2023 Q4 ADDED 64,792 +1,418 +2.2% 3.17% $4.6M 2024-01-10 $65.05
2023 Q3 ADDED 63,374 +874 +1.4% 3.25% $4.1M 2023-10-05 $58.18
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bowman & Co S.C. and IEFA

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

How long has Bowman & Co S.C. reported owning IEFA?

Bowman & Co S.C. reported IEFA across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IEFA position in Bowman & Co S.C.'s portfolio?

The largest reported portfolio weight for IEFA was 3.25% in 2023 Q3.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2025 Q4, when Bowman & Co S.C. reported 66,135 shares, equal to 2.49% of portfolio, with an estimated market value of $5.9M.

What does the chart on this IEFA ownership page compare?

The chart compares Bowman & Co S.C.'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.

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