IEFA ISHARES TR

Ownership history in NDVR, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which NDVR, Inc. reported a position in ISHARES TR (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.19% (2024 Q3)
Avg. % of fund
1.75%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,993 +19 +0.1% 1.48% $1.8M $89.46
2025 Q3 ADDED 19,974 +478 +2.5% 1.45% $1.7M $85.66
2025 Q2 REDUCED 19,496 -1,864 -8.7% 1.53% $1.6M $81.90
2025 Q1 REDUCED 21,360 -9,093 -29.9% 1.65% $1.6M $72.91
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEFA price (monthly, adj. close)
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