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
2024 Q4 REDUCED 92,947 -3,645 -3.8% 1.54% $6.5M $67.73
2024 Q3 ADDED 96,592 +3,918 +4.2% 1.83% $7.5M $74.06
2024 Q2 REDUCED 92,674 -2,476 -2.6% 1.71% $6.7M $68.93
2024 Q1 ADDED 95,150 +18,908 +24.8% 1.75% $7.1M $69.20
2023 Q4 REDUCED 76,242 -38,820 -33.7% 1.25% $5.4M $65.59
2023 Q3 ADDED 115,062 +48,815 +73.7% 1.90% $7.4M $59.17
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% of Fund (quarterly)    IEFA price (monthly, adj. close)
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