IEFA ISHARES TR

Ownership history in NEPC LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which NEPC LLC 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
0.47% (2025 Q4)
Avg. % of fund
0.28%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 248,385 +50,272 +25.4% 0.47% $22.2M $89.46
2025 Q3 ADDED 198,113 +48,577 +32.5% 0.46% $17.3M $85.66
2025 Q2 ADDED 149,536 +20,192 +15.6% 0.32% $12.5M $81.90
2025 Q1 ADDED 129,344 +54,913 +73.8% 0.27% $9.8M $72.91
2024 Q4 ADDED 74,431 +96 +0.1% 0.14% $5.2M $67.73
2024 Q3 UNCHANGED 74,335 0% 0.17% $5.8M $74.06
2024 Q2 UNCHANGED 74,335 0% 0.18% $5.4M $68.93
2024 Q1 INITIATED 74,335 0.19% $5.5M
% of Fund (quarterly)    IEFA price (monthly, adj. close)
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