ORLEANS CAPITAL MANAGEMENT CORP/LA IEFA ISHARES TR

Ownership history in ORLEANS CAPITAL MANAGEMENT CORP/LA  ·  4 quarters on record

AI Ownership Summary

ORLEANS CAPITAL MANAGEMENT CORP/LA reported ISHARES TR (IEFA) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.79% in 2026 Q1. The latest visible filing shows IEFA at 0.79% 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 ORLEANS CAPITAL MANAGEMENT CORP/LA's position in ISHARES TR, 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 Q1

IEFA was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 ORLEANS CAPITAL MANAGEMENT CORP/LA 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,956 0% 0.79% $1.2M 2026-05-14 $96.91
2025 Q4 ADDED 12,956 +3,606 +38.6% 0.72% $1.2M 2026-02-13 $97.28
2025 Q3 UNCHANGED 9,350 0% 0.53% $816K 2025-11-12 $88.18
2025 Q2 INITIATED 9,350 0.41% $781K 2025-08-13 $84.02

FAQ About ORLEANS CAPITAL MANAGEMENT CORP/LA and IEFA

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

How long has ORLEANS CAPITAL MANAGEMENT CORP/LA reported owning IEFA?

ORLEANS CAPITAL MANAGEMENT CORP/LA reported IEFA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IEFA position in ORLEANS CAPITAL MANAGEMENT CORP/LA's portfolio?

The largest reported portfolio weight for IEFA was 0.79% in 2026 Q1.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q1, when ORLEANS CAPITAL MANAGEMENT CORP/LA reported 12,956 shares, equal to 0.79% of portfolio, with an estimated market value of $1.2M.

What does the chart on this IEFA ownership page compare?

The chart compares ORLEANS CAPITAL MANAGEMENT CORP/LA'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.

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