Ownership history in &PARTNERS · 9 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,135,764 | +162,426 | +5.5% | 1.47% | $280.3M | $89.46 |
| 2025 Q3 | ADDED | 2,973,338 | +231,335 | +8.4% | 1.66% | $259.5M | $85.66 |
| 2025 Q2 | ADDED | 2,742,003 | +368,450 | +15.5% | 1.76% | $229.2M | $81.90 |
| 2025 Q1 | ADDED | 2,373,553 | +455,254 | +23.7% | 1.93% | $181.7M | $72.91 |
As of 2025 Q4 — sorted by position size