W ADVISORS, LLC IEFA — ISHARES TR

Ownership history in W ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported ISHARES TR (IEFA) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.05% in 2024 Q1. The latest visible filing shows IEFA at 0.66% 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 W ADVISORS, 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
2026 Q2

IEFA was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2024 Q1

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 W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 14,948 — 0% 0.66% $1.4M 2026-07-31 $98.25
2026 Q1 REDUCED — — — 14,948 -27 -0.2% 0.69% $1.4M 2026-04-29 $91.89
2025 Q4 ADDED — — — 14,975 +498 +3.4% 0.67% $1.3M 2026-02-13 $95.71
2025 Q3 REDUCED — — — 14,477 -493 -3.3% 0.67% $1.3M 2025-11-14 $85.67
2025 Q2 REDUCED 14.7% +4.1% ❌ 14,970 -2,588 -14.7% 0.72% $1.2M 2025-08-07 $81.19
2025 Q1 REDUCED — — — 17,558 -884 -4.8% 0.83% $1.3M 2025-05-13 $76.22
2024 Q4 REDUCED 5.3% +7.6% ❌ 18,442 -1,025 -5.3% 0.80% $1.3M 2025-01-22 $68.78
2024 Q3 REDUCED 6.2% -8.5% ✅ 19,467 -1,288 -6.2% 0.94% $1.5M 2024-10-28 $69.98
2024 Q2 ADDED — — — 20,755 +221 +1.1% 0.99% $1.5M 2024-08-06 $65.55
2024 Q1 REDUCED — — — 20,534 -820 -3.8% 1.05% $1.5M 2024-04-25 $65.87
5 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% Summit Rock Advisors, LP 3Y 7Y 21.02% 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%

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning IEFA?

W ADVISORS, LLC reported IEFA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IEFA position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IEFA was 1.05% in 2024 Q1.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2026 Q2, when W ADVISORS, LLC reported 14,948 shares, equal to 0.66% of portfolio, with an estimated market value of $1.4M.

What does the chart on this IEFA ownership page compare?

The chart compares W ADVISORS, 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 W ADVISORS, LLC time their IEFA position?

Based on 13F filing dates vs. subsequent IEFA price moves, W ADVISORS, LLC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on IEFA relative to SPY over the holding period was -0.8%.

← Back to W ADVISORS, LLC Holdings