Ownership history in Integrated Advisors Network LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which Integrated Advisors Network 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 β sourced directly from SEC EDGAR 13F filings.
π Integrated Advisors Network LLC underperformed the S&P 500 by β5.6% annually on this IEFA position. Timing score: 52% (12/23 decisions correct). Average cost basis: $53.15. Maximum drawdown during holding period: β28.0%.
β Significantly underperformed the S&P 500 by 5.6% ann.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 23 add/trim decisions correct
Best entry: $41.55 (2020 Q1) Β· Worst: $89.46 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
15 adds Β· 9 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.96% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size