LOUISBOURG INVESTMENTS INC. IEFA — BLACKROCK FUND ADVISORS

Ownership history in LOUISBOURG INVESTMENTS INC.  ·  7 quarters on record

AI Ownership Summary

LOUISBOURG INVESTMENTS INC. reported BLACKROCK FUND ADVISORS (IEFA) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.76% in 2026 Q2. The latest visible filing shows IEFA at 1.76% 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 LOUISBOURG INVESTMENTS INC.'s position in BLACKROCK FUND ADVISORS, 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 1.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% in 2026 Q2

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 LOUISBOURG INVESTMENTS INC. fund profile LOUISBOURG INVESTMENTS INC. full holdings
How LOUISBOURG INVESTMENTS 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 98,511 +3,322 +3.5% 1.76% $9.5M 2026-07-23 $95.76
2026 Q1 ADDED — — — 95,189 +4,132 +4.5% 1.63% $8.6M 2026-04-22 $93.71
2025 Q4 ADDED — — — 91,057 +2,466 +2.8% 1.62% $8.1M 2026-01-16 $91.26
2025 Q3 ADDED — — — 88,591 +4,107 +4.9% 1.69% $7.7M 2025-10-09 $84.70
2025 Q2 ADDED — — — 84,484 +3,299 +4.1% 1.66% $7.1M 2025-07-24 $81.92
2025 Q1 ADDED — — — 81,185 +32,941 +68.3% 1.67% $6.1M 2025-04-17 $71.46
2024 Q4 INITIATED — — — 48,244 — — 1.02% $3.4M 2025-01-29 $69.68

🏢 Other funds also holding IEFA

As of 2026 Q2 — sorted by position size

Wilshire Advisors LLC 3Y 7Y 38.43% Roth Financial Partners LLC 3Y 21.93% Summit Rock Advisors, LP 3Y 7Y 21.02% CKW FINANCIAL GROUP 3Y 7Y 20.66% Mann Financial Group, Inc. 19.81% STERLING INVESTMENT ADVISORS LLC /ADV 3Y 7Y 17.88% NorthLanding Financial Partners, LLC 3Y 17.83% Ironwood Wealth Management, LLC. 3Y 7Y 17.77% Cabot-Wellington, LLC 3Y 7Y 17.56% Dean, Jacobson Financial Services, LLC 3Y 16.97%

FAQ About LOUISBOURG INVESTMENTS 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 LOUISBOURG INVESTMENTS INC. reported owning IEFA?

LOUISBOURG INVESTMENTS INC. reported IEFA across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IEFA position in LOUISBOURG INVESTMENTS INC.'s portfolio?

The largest reported portfolio weight for IEFA was 1.76% in 2026 Q2.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q2, when LOUISBOURG INVESTMENTS INC. reported 98,511 shares, equal to 1.76% of portfolio, with an estimated market value of $9.5M.

What does the chart on this IEFA ownership page compare?

The chart compares LOUISBOURG INVESTMENTS 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 LOUISBOURG INVESTMENTS INC. time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, LOUISBOURG INVESTMENTS INC. correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on IEFA relative to SPY over the holding period was +6.8%.

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