Ownership history in PRIVATE CLIENT SERVICES, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC 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 | 223,658 | +39,253 | +21.3% | 6.25% | $20.0M | $89.46 |
| 2025 Q3 | ADDED | 184,405 | +62,744 | +51.6% | 5.39% | $16.1M | $85.66 |
| 2025 Q2 | ADDED | 121,661 | +35,017 | +40.4% | 3.96% | $10.2M | $81.90 |
| 2025 Q1 | ADDED | 86,644 | +37,036 | +74.7% | 3.24% | $6.6M | $72.91 |
| 2024 Q4 | REDUCED | 49,608 | -19,812 | -28.5% | 1.87% | $3.5M | $67.73 |
| 2024 Q3 | ADDED | 69,420 | +11,492 | +19.8% | 2.91% | $5.4M | $74.06 |
| 2024 Q2 | ADDED | 57,928 | +8,622 | +17.5% | 2.64% | $4.2M | $68.93 |
| 2024 Q1 | ADDED | 49,306 | +5,613 | +12.8% | 2.46% | $3.7M | $69.20 |
| 2023 Q4 | INITIATED | 43,693 | — | — | 2.52% | $3.1M | — |
As of 2025 Q4 — sorted by position size