Ownership history in WEST PACES ADVISORS INC. · 10 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in ISHARES CORE MSCI EAFE ETF (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 Q4 | ADDED | 260,965 | +6,424 | +2.5% | 4.52% | $23.3M | $89.46 |
| 2025 Q3 | ADDED | 254,541 | +14,614 | +6.1% | 4.42% | $22.2M | $85.66 |
| 2025 Q2 | REDUCED | 239,927 | -21,358 | -8.2% | 4.26% | $20.0M | $81.90 |
| 2025 Q1 | REDUCED | 261,285 | -21,436 | -7.6% | 4.50% | $19.8M | $72.91 |
| 2024 Q4 | REDUCED | 282,721 | -1,922 | -0.7% | 4.85% | $19.9M | $67.73 |
| 2024 Q3 | ADDED | 284,643 | +4,951 | +1.8% | 5.44% | $22.2M | $74.06 |
| 2024 Q2 | ADDED | 279,692 | +7,988 | +2.9% | 5.30% | $20.3M | $68.93 |
| 2024 Q1 | ADDED | 271,704 | +5,152 | +1.9% | 5.31% | $20.2M | $69.20 |
| 2023 Q4 | ADDED | 266,552 | +171,728 | +181.1% | 5.27% | $18.8M | $65.59 |
| 2023 Q3 | INITIATED | 94,824 | — | — | 4.75% | $5.1M | — |
As of 2025 Q4 — sorted by position size