IEFA β€” ISHARES TR

Ownership history in REDW Wealth LLC  Β·  6 quarters on record

AI Ownership Summary

REDW Wealth LLC reported ISHARES TR (IEFA) in 6 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.85% in 2025 Q2. The latest visible filing shows IEFA at 1.75% 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 REDW Wealth 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 Q4

IEFA was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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.

How REDW Wealth LLC held IEFA β€” position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51,238 -4,077 -7.4% 1.75% $4.6M 2026-02-14 (Est.) $97.28
2025 Q3 REDUCED 55,315 -509 -0.9% 1.83% $4.8M 2025-10-31 $86.42
2025 Q2 REDUCED 55,824 -616 -1.1% 1.85% $4.7M 2025-08-04 $81.25
2025 Q1 ADDED 56,440 +6,146 +12.2% 1.59% $4.3M 2025-04-29 $75.96
2024 Q4 ADDED 50,294 +47,045 +1448.0% 1.23% $3.5M 2025-02-07 $71.30
2023 Q3 INITIATED 3,249 β€” β€” 0.06% $209K 2023-10-30 $57.11

FAQ About REDW Wealth 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 REDW Wealth LLC reported owning IEFA?

REDW Wealth LLC reported IEFA across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IEFA position in REDW Wealth LLC's portfolio?

The largest reported portfolio weight for IEFA was 1.85% in 2025 Q2.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2025 Q4, when REDW Wealth LLC reported 51,238 shares, equal to 1.75% of portfolio, with an estimated market value of $4.6M.

What does the chart on this IEFA ownership page compare?

The chart compares REDW Wealth 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.

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