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BOK Financial Private Wealth, Inc.: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on IEFA, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 539,455 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 539,455 shares
    Change vs previous 13F -6,711 shares

    2.67% of the 13F portfolio, value $52,100,564.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 546,166 shares
    Change vs previous 13F -1,131 shares

    2.99% of the 13F portfolio, value $49,444,382.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 547,297 shares
    Change vs previous 13F -19,373 shares

    3% of the 13F portfolio, value $48,961,164.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 566,670 shares
    Change vs previous 13F -12,677 shares

    3.11% of the 13F portfolio, value $49,475,933.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 579,347 shares
    Change vs previous 13F -15,005 shares

    3.23% of the 13F portfolio, value $48,363,864.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 594,352 shares
    Change vs previous 13F +13,249 shares

    3.38% of the 13F portfolio, value $44,962,729.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 581,103 shares
    Change vs previous 13F -1,957 shares

    2.97% of the 13F portfolio, value $40,839,919.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 583,060 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $45,507,833.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).