CVA Family Office, LLC IEFA — ISHARES TR

Ownership history in CVA Family Office, LLC  ·  26 quarters on record

AI Ownership Summary

CVA Family Office, LLC reported ISHARES TR (IEFA) in 26 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.68% in 2024 Q1. The latest visible filing shows IEFA at 0.48% 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 CVA Family Office, 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.

Freshest filing
Latest Reported Filing
2026 Q1

IEFA was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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 CVA Family Office, LLC fund profile CVA Family Office, LLC full holdings
How CVA Family Office, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 50,609 +3,660 +7.8% 0.48% $4.6M 2026-04-29 $91.89
2025 Q4 ADDED — — — 46,949 +280 +0.6% 0.48% $4.2M 2026-01-12 $91.18
2025 Q3 ADDED — — — 46,669 +693 +1.5% 0.52% $4.1M 2025-10-30 $85.23
2025 Q2 ADDED — — — 45,976 +1,422 +3.2% 0.54% $3.8M 2025-07-31 $79.03
2025 Q1 REDUCED 5.9% +12.3% ❌ 44,554 -2,806 -5.9% 0.52% $3.4M 2025-04-16 $70.66
2024 Q4 REDUCED — — — 47,360 -641 -1.3% 0.53% $3.3M 2025-01-07 $67.31
2024 Q3 REDUCED 5.2% -8.5% ✅ 48,001 -2,647 -5.2% 0.61% $3.7M 2024-10-10 $71.21
2024 Q2 REDUCED — — — 50,648 -967 -1.9% 0.66% $3.7M 2024-07-10 $69.66
2024 Q1 REDUCED — — — 51,615 -1,800 -3.4% 0.68% $3.8M 2024-04-10 $66.82
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEFA

As of 2026 Q2 — sorted by position size

Stairway Partners, LLC 3Y 7Y 14.14% First Financial Bank - Trust Division 3Y 7Y 9.69% Global Wealth Strategies & Associates 3Y 9.22% Adelphi Trust Co 4.49% Box Hill Private Wealth LLC 3.99% Silverleafe Capital Partners, LLC 3Y 7Y 3.52% CX Institutional 3Y 7Y 2.4% MassMutual Private Wealth & Trust, FSB 3Y 7Y 1.01% First County Bank /CT/ 3Y 1.01% Versant Capital Management, Inc 3Y 7Y 1.01%

FAQ About CVA Family Office, LLC and IEFA

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

How long has CVA Family Office, LLC reported owning IEFA?

CVA Family Office, LLC reported IEFA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IEFA position in CVA Family Office, LLC's portfolio?

The largest reported portfolio weight for IEFA was 0.68% in 2024 Q1.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q1, when CVA Family Office, LLC reported 50,609 shares, equal to 0.48% of portfolio, with an estimated market value of $4.6M.

What does the chart on this IEFA ownership page compare?

The chart compares CVA Family Office, 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.

How well did CVA Family Office, LLC time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, CVA Family Office, LLC correctly timed 10 out of 25 reported position changes (40%). The annualised alpha on IEFA relative to SPY over the holding period was -4.5%.

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