Cassilly Financial Group LLC reported ISHARES TR (IEFA) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 14.71% in 2026 Q3. The latest visible filing shows IEFA at 14.71% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cassilly Financial Group LLC'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.
IEFA was reported at 14.71% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2026 Q3 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Cassilly Financial Group LLC reported IEFA across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.
The largest reported portfolio weight for IEFA was 14.71% in 2026 Q3.
The most recent filing on this page is 2026 Q3, when Cassilly Financial Group LLC reported 226,133 shares, equal to 14.71% of portfolio, with an estimated market value of $21.9M.
The chart compares Cassilly Financial Group LLC'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.
Based on 13F filing dates vs. subsequent IEFA price moves, Cassilly Financial Group LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IEFA relative to SPY over the holding period was +1953.9%.