IEFA — ISHARES TR

Ownership history in ELEMENT POINTE ADVISORS, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which ELEMENT POINTE ADVISORS, 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
4.68% (2025 Q4)
Avg. % of fund
1.91%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 270,550 +152,816 +129.8% 4.68% $24.2M $89.46
2025 Q3 ADDED 117,734 +15,759 +15.5% 2.19% $10.3M $85.66
2025 Q2 REDUCED 101,975 -38 -0.0% 2.06% $8.5M $81.90
2025 Q1 ADDED 102,013 +9,066 +9.8% 1.88% $7.7M $72.91
18 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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