Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 26 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in ISHARES CORE MSCI EAFE (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 Q3 | ADDED | 59,043 | +2,848 | +5.1% | 1.98% | $5.2M | $85.66 |
| 2025 Q2 | UNCHANGED | 56,195 | — | 0% | 2.03% | $4.7M | $81.90 |
| 2025 Q1 | REDUCED | 56,195 | -248 | -0.4% | 1.95% | $4.3M | $72.91 |
| 2024 Q4 | ADDED | 56,443 | +545 | +1.0% | 1.76% | $4.0M | $67.73 |
| 2024 Q3 | REDUCED | 55,898 | -221 | -0.4% | 1.97% | $4.4M | $74.06 |
| 2024 Q2 | ADDED | 56,119 | +66 | +0.1% | 1.98% | $4.1M | $68.93 |
| 2024 Q1 | REDUCED | 56,053 | -11 | -0.0% | 2.21% | $4.2M | $69.20 |
| 2023 Q4 | REDUCED | 56,064 | -1,884 | -3.3% | 2.26% | $3.9M | $65.59 |
| 2023 Q3 | REDUCED | 57,948 | -2,210 | -3.7% | 2.28% | $3.7M | $59.17 |
| 2023 Q2 | REDUCED | 60,158 | -1,406 | -2.3% | 2.29% | $4.1M | $62.07 |
As of 2025 Q4 — sorted by position size