Ownership history in COREPATH WEALTH PARTNERS LLC · 21 quarters on record
This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS LLC reported a position in ISHARES TR (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 | ADDED | 120,315 | +3,606 | +3.1% | 8.02% | $12.0M | $96.03 |
| 2025 Q3 | ADDED | 116,709 | +3,878 | +3.4% | 8.07% | $11.1M | $91.71 |
| 2025 Q2 | ADDED | 112,831 | +1,527 | +1.4% | 8.52% | $10.1M | $87.80 |
| 2025 Q1 | ADDED | 111,304 | +3,483 | +3.2% | 8.73% | $9.2M | $78.91 |
| 2024 Q4 | ADDED | 107,821 | +3,652 | +3.5% | 7.89% | $8.1M | $73.00 |
| 2024 Q3 | ADDED | 104,169 | +2,888 | +2.9% | 8.35% | $8.6M | $79.66 |
| 2024 Q2 | ADDED | 101,281 | +1,462 | +1.5% | 8.51% | $8.1M | $74.61 |
| 2024 Q1 | REDUCED | 99,819 | -112,072 | -52.9% | 8.59% | $7.8M | $74.76 |
| 2023 Q4 | ADDED | 211,891 | +1,699 | +0.8% | 8.76% | $15.7M | $70.54 |
| 2023 Q3 | ADDED | 210,192 | +5,526 | +2.7% | 8.67% | $14.4M | $63.72 |
As of 2025 Q4 — sorted by position size