PrairieView Partners, LLC IEFA — ISHARES TR

Ownership history in PrairieView Partners, LLC  ·  31 quarters on record

AI Ownership Summary

PrairieView Partners, LLC reported ISHARES TR (IEFA) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.42% in 2024 Q1. The latest visible filing shows IEFA at 0.40% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PrairieView Partners, LLC'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 Q2

IEFA was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 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 Q2

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 PrairieView Partners, LLC fund profile PrairieView Partners, LLC full holdings
How PrairieView Partners, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 49,279 +1,876 +4.0% 0.40% $4.1M 2025-08-14 (Est.) $83.98
2025 Q1 ADDED — — — 47,403 +1,227 +2.7% 0.37% $3.6M 2025-05-09 $77.00
2024 Q4 REDUCED 10.0% +7.7% ❌ 46,176 -5,128 -10.0% 0.34% $3.2M 2025-01-29 $70.82
2024 Q3 ADDED — — — 51,304 +641 +1.3% 0.42% $4.0M 2024-10-18 $72.47
2024 Q2 ADDED — — — 50,663 +913 +1.8% 0.41% $3.7M 2024-08-01 $69.10
2024 Q1 ADDED — — — 49,750 +1,235 +2.5% 0.42% $3.7M 2024-05-03 $68.41
2023 Q4 ADDED — — — 48,515 +13,415 +38.2% 0.42% $3.4M 2024-01-26 $65.21
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% CKW FINANCIAL GROUP 3Y 7Y 21.72% Mann Financial Group, Inc. 20.79% Cabot-Wellington, LLC 3Y 7Y 19.04% 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%

FAQ About PrairieView Partners, LLC and IEFA

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

How long has PrairieView Partners, LLC reported owning IEFA?

PrairieView Partners, LLC reported IEFA across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported IEFA position in PrairieView Partners, LLC's portfolio?

The largest reported portfolio weight for IEFA was 0.42% in 2024 Q1.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2025 Q2, when PrairieView Partners, LLC reported 49,279 shares, equal to 0.40% of portfolio, with an estimated market value of $4.1M.

What does the chart on this IEFA ownership page compare?

The chart compares PrairieView Partners, LLC'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 PrairieView Partners, LLC time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, PrairieView Partners, LLC correctly timed 15 out of 30 reported position changes (50%).

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