IEFA ISHARES TR

Ownership history in Kooman & Associates  ·  13 quarters on record

AI Ownership Summary

Kooman & Associates reported ISHARES TR (IEFA) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.55% in 2023 Q4. The latest visible filing shows IEFA at 0.47% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kooman & Associates'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
2025 Q4

IEFA was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How Kooman & Associates held IEFA — position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,620 -1,174 -6.2% 0.47% $1.6M 2026-02-14 (Est.) $97.28
2025 Q3 REDUCED 18,794 -73 -0.4% 0.51% $1.6M 2025-10-21 $86.52
2025 Q2 ADDED 18,867 +31 +0.2% 0.53% $1.6M 2025-07-16 $81.04
2025 Q1 ADDED 18,836 +452 +2.5% 0.52% $1.4M 2025-05-02 $76.99
2024 Q4 ADDED 18,384 +806 +4.6% 0.47% $1.3M 2025-02-04 $70.95
2024 Q3 ADDED 17,578 +290 +1.7% 0.51% $1.4M 2024-10-24 $70.83
2024 Q2 ADDED 17,288 +398 +2.4% 0.50% $1.3M 2024-08-12 $68.27
2024 Q1 REDUCED 16,890 -514 -3.0% 0.52% $1.3M 2024-05-14 $70.11
2023 Q4 ADDED 17,404 +1,408 +8.8% 0.55% $1.2M 2024-01-30 $65.46
2023 Q3 ADDED 15,996 +1,133 +7.6% 0.52% $1.0M 2023-11-03 $59.77
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kooman & Associates and IEFA

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

How long has Kooman & Associates reported owning IEFA?

Kooman & Associates reported IEFA across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IEFA position in Kooman & Associates's portfolio?

The largest reported portfolio weight for IEFA was 0.55% in 2023 Q4.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2025 Q4, when Kooman & Associates reported 17,620 shares, equal to 0.47% of portfolio, with an estimated market value of $1.6M.

What does the chart on this IEFA ownership page compare?

The chart compares Kooman & Associates'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.

← Back to Kooman & Associates Holdings