IEFA — ISHARES TR

Ownership history in Dynamic Advisor Solutions LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in ISHARES TR (IEFA). 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.

Peak position
0.99% (2025 Q4)
Avg. % of fund
0.41%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 344,554 -8,446 -2.4% 0.99% $30.8M $89.46
2025 Q3 ADDED 353,000 +12,569 +3.7% 0.89% $30.8M $85.66
2025 Q2 ADDED 340,431 +8,416 +2.5% 0.88% $28.4M $81.90
2025 Q1 ADDED 332,015 +13,209 +4.1% 0.83% $25.1M $72.91
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEFA price (monthly, adj. close)

Other funds also holding IEFA

As of 2025 Q4 — sorted by position size

Chan Zuckerberg Initiative, LLC 27.9% CBM Financial, LLC 27.41% Ironwood Wealth Management, LLC. 3Y 7Y 22.54% Roth Financial Partners LLC 3Y 21.93% Cabot-Wellington, LLC 3Y 7Y 21.15% CKW FINANCIAL GROUP 3Y 7Y 20.94% Passaic Partners LLC 3Y 20.89% MARQUETTE ASSOCIATES, INC. 19.61% NorthLanding Financial Partners, LLC 3Y 18.8% Dean, Jacobson Financial Services, LLC 3Y 18.15%
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