IEFA — ISHARES TR

Ownership history in Seven Post Investment Office LP  ·  14 quarters on record

This page tracks every 13F SEC filing in which Seven Post Investment Office LP 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.

Peak position
0.66% (2025 Q4)
Avg. % of fund
0.43%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 20,507 — 0% 0.66% $1.8M $89.46
2025 Q3 UNCHANGED 20,507 — 0% 0.64% $1.8M $85.66
2025 Q2 UNCHANGED 20,507 — 0% 0.64% $1.7M $81.90
2025 Q1 UNCHANGED 20,507 — 0% 0.59% $1.6M $72.91
10 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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