IEFA — ISHARES CORE MSCI EAFE ETF

Ownership history in Red Tortoise LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
6.44% (2023 Q4)
Avg. % of fund
3.84%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 95,390 -2,500 -2.6% 3.62% $8.5M $89.46
2025 Q3 UNCHANGED 97,890 — 0% 3.71% $8.5M $85.66
2025 Q2 ADDED 97,890 +1,489 +1.5% 3.94% $8.2M $81.90
2025 Q1 UNCHANGED 96,401 — 0% 3.76% $7.3M $72.91
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEFA price (monthly, adj. close)

Other funds also holding IEFA

As of 2025 Q4 — sorted by position size

Chan Zuckerberg Initiative, LLC 27.9% CBM Financial, LLC 27.41% Ironwood Wealth Management, LLC. 3Y 7Y 22.54% Roth Financial Partners LLC 3Y 21.93% Cabot-Wellington, LLC 3Y 7Y 21.15% CKW FINANCIAL GROUP 3Y 7Y 20.94% Passaic Partners LLC 3Y 20.89% MARQUETTE ASSOCIATES, INC. 19.61% NorthLanding Financial Partners, LLC 3Y 18.8% Dean, Jacobson Financial Services, LLC 3Y 18.15%
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