LPL Financial LLC IEFA — ISHARES CORE CORE MSCI EAFE

Ownership history in LPL Financial LLC  ·  51 quarters on record

AI Ownership Summary

LPL Financial LLC reported ISHARES CORE CORE MSCI EAFE (IEFA) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.47% in 2023 Q4. The latest visible filing shows IEFA at 1.00% 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 LPL Financial LLC's position in ISHARES CORE 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 Q4

IEFA was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% 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 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.

IEFA stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 40,788,933 +1,799,732 +4.6% 1.00% $3.65B 2026-02-14 (Est.) $97.28
2025 Q3 ADDED — — — 38,989,201 +1,043,934 +2.8% 0.99% $3.40B 2025-11-12 $88.18
2025 Q2 ADDED — — — 37,945,267 +1,722,771 +4.8% 1.06% $3.17B 2025-08-12 $83.60
2025 Q1 REDUCED 6.7% +12.3% ❌ 36,222,496 -2,602,060 -6.7% 1.07% $2.74B 2025-05-07 $76.83
2024 Q4 ADDED — — — 38,824,556 +2,548,622 +7.0% 1.11% $2.73B 2025-02-11 $72.11
2024 Q3 ADDED — — — 36,275,934 +1,506,562 +4.3% 1.26% $2.83B 2024-11-08 $70.04
2024 Q2 ADDED — — — 34,769,372 +1,529,043 +4.6% 1.26% $2.53B 2024-08-07 $66.90
2024 Q1 REDUCED — — — 33,240,329 -1,256,342 -3.6% 1.32% $2.47B 2024-05-10 $69.62
2023 Q4 ADDED — — — 34,496,671 +1,132,095 +3.4% 1.47% $2.43B 2024-02-14 $65.18
42 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

Roth Financial Partners LLC 3Y 22.89% Shelter Ins Retirement Plan 3Y 7Y 22.6% Ironwood Wealth Management, LLC. 3Y 7Y 22.35% Mann Financial Group, Inc. 20.79% NorthLanding Financial Partners, LLC 3Y 18.86% WLTH Capital Management, LLC 18.75% Stash Investments, LLC 17.99% Dean, Jacobson Financial Services, LLC 3Y 17.92% STERLING INVESTMENT ADVISORS LLC /ADV 3Y 7Y 17.54% Bishop & Co Investment Management, LLC 3Y 7Y 15.17%

FAQ About LPL Financial 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 LPL Financial LLC reported owning IEFA?

LPL Financial LLC reported IEFA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEFA position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for IEFA was 1.47% in 2023 Q4.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2025 Q4, when LPL Financial LLC reported 40,788,933 shares, equal to 1.00% of portfolio, with an estimated market value of $3.65B.

What does the chart on this IEFA ownership page compare?

The chart compares LPL Financial 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.

How well did LPL Financial LLC time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, LPL Financial LLC correctly timed 30 out of 50 reported position changes (60%). The annualised alpha on IEFA relative to SPY over the holding period was -5.5%.

← Back to LPL Financial LLC Holdings