IEFA — iShares TR

Ownership history in Wealthquest Corp  ·  21 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp 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
9.5% (2025 Q4)
Avg. % of fund
7.59%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,406,512 +60,822 +4.5% 9.50% $125.8M $89.46
2025 Q3 ADDED 1,345,690 +34,256 +2.6% 9.37% $117.5M $85.66
2025 Q2 ADDED 1,311,434 +30,785 +2.4% 8.64% $109.5M $81.90
2024 Q4 ADDED 1,280,649 +49,244 +4.0% 7.32% $90.0M $67.73
17 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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