IEFA — ISHARES TR

Ownership history in Element Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Element Wealth, 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
6.76% (2021 Q3)
Avg. % of fund
3.76%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 47,206 -1,031 -2.1% 1.74% $4.2M $89.46
2025 Q3 REDUCED 48,237 -3,557 -6.9% 1.83% $4.2M $85.66
2025 Q2 ADDED 51,794 +128 +0.2% 1.99% $4.3M $81.90
2025 Q1 REDUCED 51,666 -698 -1.3% 2.10% $3.9M $72.91
21 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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