IEFA β€” ISHARES TR

Ownership history in DAN L DUNCAN FOUNDATION  Β·  20 quarters on record

AI Ownership Summary

DAN L DUNCAN FOUNDATION reported ISHARES TR (IEFA) in 20 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 74.48% in 2024 Q2. The latest visible filing shows IEFA at 74.20% 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 DAN L DUNCAN FOUNDATION'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
2024 Q3

IEFA was reported at 74.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
74.48% in 2024 Q2

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 2024 Q3

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 DAN L DUNCAN FOUNDATION held IEFA β€” position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 671,206 β€” 0% 74.20% $52.4M 2024-11-14 (Est.) $68.44
2024 Q2 ADDED 671,206 +11,973 +1.8% 74.48% $48.8M 2024-08-14 $69.68
2024 Q1 UNCHANGED 659,233 β€” 0% 73.37% $48.9M 2024-05-15 $70.85
2023 Q4 REDUCED 659,233 -18,663 -2.8% 72.58% $46.4M 2024-02-14 $65.18
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About DAN L DUNCAN FOUNDATION and IEFA

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

How long has DAN L DUNCAN FOUNDATION reported owning IEFA?

DAN L DUNCAN FOUNDATION reported IEFA across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported IEFA position in DAN L DUNCAN FOUNDATION's portfolio?

The largest reported portfolio weight for IEFA was 74.48% in 2024 Q2.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2024 Q3, when DAN L DUNCAN FOUNDATION reported 671,206 shares, equal to 74.20% of portfolio, with an estimated market value of $52.4M.

What does the chart on this IEFA ownership page compare?

The chart compares DAN L DUNCAN FOUNDATION'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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