STRATEGIC INVESTMENT MANAGEMENT, LLC IEFA — ISHARES CORE MSCI EAFE ETF

Ownership history in STRATEGIC INVESTMENT MANAGEMENT, LLC  ·  37 quarters on record

AI Ownership Summary

STRATEGIC INVESTMENT MANAGEMENT, LLC reported ISHARES CORE MSCI EAFE ETF (IEFA) in 37 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 13.0% in 2025 Q4. The latest visible filing shows IEFA at 5.34% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STRATEGIC INVESTMENT MANAGEMENT, LLC's position in ISHARES CORE MSCI EAFE ETF, 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
2026 Q2

IEFA was reported at 5.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.0% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

IEFA stock page STRATEGIC INVESTMENT MANAGEMENT, LLC fund profile STRATEGIC INVESTMENT MANAGEMENT, LLC full holdings
How STRATEGIC INVESTMENT MANAGEMENT, LLC held IEFA — position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 160,551 -7,380 -4.4% 5.34% $15.5M 2026-07-20 $95.57
2026 Q1 REDUCED 41.4% +8.1% ❌ 167,931 -118,819 -41.4% 6.35% $15.2M 2026-05-05 $93.89
2025 Q4 ADDED — — — 286,750 +53,530 +23.0% 13.00% $25.7M 2026-01-29 $93.37
2025 Q3 REDUCED 8.1% +4.8% ❌ 233,220 -20,490 -8.1% 11.01% $20.4M 2025-10-30 $85.23
2025 Q2 REDUCED 14.6% +4.1% ❌ 253,710 -43,470 -14.6% 11.35% $21.2M 2025-07-30 $79.77
2025 Q1 REDUCED 24.1% +12.3% ❌ 297,180 -94,440 -24.1% 9.03% $22.5M 2025-04-30 $74.63
2024 Q4 ADDED — — — 391,620 +242,700 +163.0% 9.49% $27.5M 2025-01-21 $69.03
2024 Q3 REDUCED — — — 148,920 -6,670 -4.3% 12.35% $11.8M 2024-10-24 $69.69
2024 Q1 REDUCED 8.5% -0.3% ✅ 155,590 -14,400 -8.5% 8.64% $11.3M 2024-04-29 $66.73
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEFA

As of 2026 Q2 — sorted by position size

Wilshire Advisors LLC 3Y 7Y 38.43% Roth Financial Partners LLC 3Y 21.93% CKW FINANCIAL GROUP 3Y 7Y 20.66% Mann Financial Group, Inc. 19.81% STERLING INVESTMENT ADVISORS LLC /ADV 3Y 7Y 17.88% NorthLanding Financial Partners, LLC 3Y 17.83% Ironwood Wealth Management, LLC. 3Y 7Y 17.77% Cabot-Wellington, LLC 3Y 7Y 17.56% Dean, Jacobson Financial Services, LLC 3Y 16.97% Stash Investments, LLC 16.94%

FAQ About STRATEGIC INVESTMENT MANAGEMENT, 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 STRATEGIC INVESTMENT MANAGEMENT, LLC reported owning IEFA?

STRATEGIC INVESTMENT MANAGEMENT, LLC reported IEFA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IEFA position in STRATEGIC INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for IEFA was 13.00% in 2025 Q4.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q2, when STRATEGIC INVESTMENT MANAGEMENT, LLC reported 160,551 shares, equal to 5.34% of portfolio, with an estimated market value of $15.5M.

What does the chart on this IEFA ownership page compare?

The chart compares STRATEGIC INVESTMENT MANAGEMENT, 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.

How well did STRATEGIC INVESTMENT MANAGEMENT, LLC time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, STRATEGIC INVESTMENT MANAGEMENT, LLC correctly timed 17 out of 34 reported position changes (50%). The annualised alpha on IEFA relative to SPY over the holding period was -5.0%.

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