Ownership history in PACK Private Wealth, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in ISHARES CORE MSCI EAFE ETF (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PACK Private Wealth, LLC underperformed the S&P 500 by β2.4% annually on this IEFA position. Timing score: 36% (4/11 decisions correct). Average cost basis: $62.93. Maximum drawdown during holding period: β28.0%.
β οΈ Trailed SPY by 2.4% ann. on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct
Best entry: $55.61 (2022 Q4) Β· Worst: $74.06 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 3 trims. Bought during 2 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.78% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size