Ownership history in FIRST FOUNDATION ADVISORS · 41 quarters on record
This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in ishares Core MSCI EAFE ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,046,630 | +7,456 | +0.7% | 3.53% | $93.6M | $89.46 |
| 2025 Q3 | ADDED | 1,039,174 | +23,951 | +2.4% | 3.35% | $90.7M | $85.66 |
| 2025 Q2 | ADDED | 1,015,223 | +21,382 | +2.2% | 3.14% | $84.8M | $81.90 |
| 2025 Q1 | ADDED | 993,841 | +35,565 | +3.7% | 3.06% | $75.2M | $72.91 |
| 2024 Q4 | ADDED | 958,276 | +31,895 | +3.4% | 2.53% | $67.3M | $67.73 |
| 2024 Q3 | ADDED | 926,381 | +61,208 | +7.1% | 2.72% | $72.3M | $74.06 |
| 2024 Q2 | ADDED | 865,173 | +107,205 | +14.1% | 2.40% | $62.8M | $68.93 |
| 2024 Q1 | ADDED | 757,968 | +83,708 | +12.4% | 2.25% | $56.3M | $69.20 |
| 2023 Q4 | ADDED | 674,260 | +34,836 | +5.4% | 2.16% | $47.4M | $65.59 |
| 2023 Q3 | ADDED | 639,424 | +87,696 | +15.9% | 1.92% | $41.1M | $59.17 |
As of 2025 Q4 — sorted by position size