Hill Investment Group Partners, LLC IEFA — ISHARES TR

Ownership history in Hill Investment Group Partners, LLC  ·  7 quarters on record

AI Ownership Summary

Hill Investment Group Partners, LLC reported ISHARES TR (IEFA) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows IEFA at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hill Investment Group Partners, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IEFA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IEFA stock page Hill Investment Group Partners, LLC fund profile Hill Investment Group Partners, LLC full holdings
How Hill Investment Group Partners, LLC held IEFA — position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 5,085 — 0% 0.05% $491K 2026-08-12 $101.01
2026 Q1 REDUCED — — — 5,085 -229 -4.3% 0.05% $460K 2026-05-12 $94.97
2025 Q4 UNCHANGED — — — 5,314 — 0% 0.06% $475K 2026-02-17 $95.71
2025 Q3 REDUCED — — — 5,314 -119 -2.2% 0.06% $464K 2025-11-14 $85.67
2025 Q2 REDUCED 13.1% +4.1% ❌ 5,433 -817 -13.1% 0.06% $454K 2025-08-12 $82.25
2025 Q1 REDUCED 15.8% +12.3% ❌ 6,250 -1,172 -15.8% 0.06% $473K 2025-05-14 $75.89
2024 Q4 INITIATED — — — 7,422 — — 0.07% $522K 2025-02-14 $72.06

🏢 Other funds also holding IEFA

As of 2026 Q2 — sorted by position size

Wilshire Advisors LLC 3Y 7Y 38.43% CBM Financial, LLC 26.65% Roth Financial Partners LLC 3Y 21.93% Shelter Ins Retirement Plan 3Y 7Y 21.51% Summit Rock Advisors, LP 3Y 7Y 21.02% CKW FINANCIAL GROUP 3Y 7Y 20.66% Mann Financial Group, Inc. 19.81% Planning Project LLC 18.27% STERLING INVESTMENT ADVISORS LLC /ADV 3Y 7Y 17.88% NorthLanding Financial Partners, LLC 3Y 17.83%

FAQ About Hill Investment Group Partners, LLC and IEFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hill Investment Group Partners, LLC reported owning IEFA?

Hill Investment Group Partners, LLC reported IEFA across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IEFA position in Hill Investment Group Partners, LLC's portfolio?

The largest reported portfolio weight for IEFA was 0.07% in 2024 Q4.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q2, when Hill Investment Group Partners, LLC reported 5,085 shares, equal to 0.05% of portfolio, with an estimated market value of $491K.

What does the chart on this IEFA ownership page compare?

The chart compares Hill Investment Group Partners, LLC's quarterly IEFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hill Investment Group Partners, LLC time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, Hill Investment Group Partners, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on IEFA relative to SPY over the holding period was +554.3%.

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