LOGAN CAPITAL MANAGEMENT INC IEFA ISHARES TR CORE MSCI EAFE

Ownership history in LOGAN CAPITAL MANAGEMENT INC  ·  44 quarters on record

AI Ownership Summary

LOGAN CAPITAL MANAGEMENT INC reported ISHARES TR CORE MSCI EAFE (IEFA) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows IEFA at 0.00% 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 LOGAN CAPITAL MANAGEMENT INC's position in ISHARES TR CORE MSCI EAFE, 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 Q3

IEFA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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 Q4 to 2025 Q3

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 LOGAN CAPITAL MANAGEMENT INC 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 203 0% 0.00% $18K 2025-11-14 $87.07
2025 Q2 REDUCED 47.1% +4.1% 203 -181 -47.1% 0.00% $17K 2025-08-01 $80.15
2025 Q1 REDUCED 61.9% +12.3% 384 -625 -61.9% 0.00% $29K 2025-05-16 $78.14
2024 Q4 REDUCED 74.8% +7.7% 1,009 -3,000 -74.8% 0.00% $71K 2025-02-14 $73.24
2023 Q4 UNCHANGED 4,009 0% 0.01% $282K 2024-02-14 $65.18
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LOGAN CAPITAL MANAGEMENT INC and IEFA

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

How long has LOGAN CAPITAL MANAGEMENT INC reported owning IEFA?

LOGAN CAPITAL MANAGEMENT INC reported IEFA across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IEFA position in LOGAN CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for IEFA was 0.01% in 2023 Q4.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2025 Q3, when LOGAN CAPITAL MANAGEMENT INC reported 203 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this IEFA ownership page compare?

The chart compares LOGAN CAPITAL MANAGEMENT INC'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 LOGAN CAPITAL MANAGEMENT INC time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, LOGAN CAPITAL MANAGEMENT INC correctly timed 10 out of 31 reported position changes (32%). The annualised alpha on IEFA relative to SPY over the holding period was -6.2%.

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