IEFA — ISHARES CORE MSCI EAFE ETF

Ownership history in Leverty Financial Group, LLC  ·  17 quarters on record

AI Ownership Summary

Leverty Financial Group, LLC reported ISHARES CORE MSCI EAFE ETF (IEFA) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.41% in 2025 Q2. The latest visible filing shows IEFA at 12.29% 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 Leverty Financial Group, LLC's position in ISHARES CORE MSCI EAFE ETF, 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 Q1

IEFA was reported at 12.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.41% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Leverty Financial Group, LLC fund profile Leverty Financial Group, LLC full holdings
How Leverty Financial Group, LLC 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)
2026 Q1 ADDED 613,539 +11,527 +1.9% 12.29% $55.5M 2026-04-09 $95.14
2025 Q4 ADDED 602,012 +32,556 +5.7% 12.88% $53.9M 2026-01-09 $92.14
2025 Q3 REDUCED 569,456 -8,942 -1.5% 12.90% $49.7M 2025-10-08 $86.80
2025 Q2 ADDED 578,398 +572,896 +10412.5% 14.41% $48.3M 2025-07-17 $81.17
2025 Q1 REDUCED 5,502 -104 -1.9% 0.17% $416K 2025-04-10 $68.96
2024 Q4 REDUCED 5,606 -10 -0.2% 0.20% $394K 2025-01-24 $70.87
2024 Q3 REDUCED 5,616 -28 -0.5% 0.24% $438K 2024-10-16 $72.04
2024 Q2 ADDED 5,644 +9 +0.2% 0.24% $410K 2024-07-15 $71.27
2024 Q1 REDUCED 5,635 -139 -2.4% 0.25% $418K 2024-04-23 $67.43
2023 Q4 ADDED 5,774 +128 +2.3% 0.26% $406K 2024-01-10 $65.05
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEFA

As of 2026 Q1 — sorted by position size

WLTH Capital Management, LLC 18.75% Stash Investments, LLC 17.99% Stairway Partners, LLC 3Y 7Y 14.48% Cassilly Financial Group LLC 12.94% Global Wealth Strategies & Associates 3Y 10.83% First Financial Bank - Trust Division 3Y 7Y 9.99% Graves Light Lenhart Wealth, Inc. 3Y 7Y 9.03% Bangor Savings Bank 3Y 7Y 8.12% IFS Advisors, LLC 3Y 7.16% CAMELOT TECHNOLOGY ADVISORS, INC. 7.14%

FAQ About Leverty Financial Group, 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 Leverty Financial Group, LLC reported owning IEFA?

Leverty Financial Group, LLC reported IEFA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IEFA position in Leverty Financial Group, LLC's portfolio?

The largest reported portfolio weight for IEFA was 14.41% in 2025 Q2.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q1, when Leverty Financial Group, LLC reported 613,539 shares, equal to 12.29% of portfolio, with an estimated market value of $55.5M.

What does the chart on this IEFA ownership page compare?

The chart compares Leverty Financial Group, 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.

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