&PARTNERS IEFA — ISHARES TR

Ownership history in &PARTNERS  ·  9 quarters on record

AI Ownership Summary

&PARTNERS reported ISHARES TR (IEFA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.93% in 2025 Q1. The latest visible filing shows IEFA at 1.47% 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 &PARTNERS'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
2025 Q4

IEFA was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q1

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 &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 — — — 3,135,764 +162,426 +5.5% 1.47% $280.3M 2026-02-14 (Est.) $97.28
2025 Q3 ADDED — — — 2,973,338 +231,335 +8.4% 1.66% $259.5M 2025-11-14 $87.07
2025 Q2 ADDED — — — 2,742,003 +368,450 +15.5% 1.76% $229.2M 2025-08-14 $83.98
2025 Q1 ADDED — — — 2,373,553 +455,254 +23.7% 1.93% $181.7M 2025-05-15 $77.97
2024 Q4 ADDED — — — 1,918,299 +690,334 +56.2% 1.62% $135.0M 2025-02-14 $73.24
2024 Q3 ADDED — — — 1,227,965 +861,677 +235.2% 1.85% $96.1M 2024-11-14 $68.44
2024 Q2 ADDED — — — 366,288 +310,550 +557.2% 1.17% $26.8M 2024-07-24 $69.63
2024 Q1 ADDED — — — 55,738 +40,734 +271.5% 0.59% $4.3M 2024-04-11 $68.12
2023 Q4 INITIATED — — — 15,004 — — 0.25% $1.0M 2024-01-09 $64.69

🏢 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% Riverview Trust Co 3Y 7Y 17.53%

FAQ About &PARTNERS and IEFA

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

How long has &PARTNERS reported owning IEFA?

&PARTNERS reported IEFA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEFA position in &PARTNERS's portfolio?

The largest reported portfolio weight for IEFA was 1.93% in 2025 Q1.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 3,135,764 shares, equal to 1.47% of portfolio, with an estimated market value of $280.3M.

What does the chart on this IEFA ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, &PARTNERS correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on IEFA relative to SPY over the holding period was +1.0%.

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