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Disclosery

BSW Wealth Partners: IEFA position timeline

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

BSW Wealth Partners held 114,416 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,416 shares
    Change vs previous 13F -5,442 shares

    1.23% of the 13F portfolio, value $11,050,312.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 119,858 shares
    Change vs previous 13F -5,764 shares

    1.32% of the 13F portfolio, value $10,850,786.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 125,622 shares
    Change vs previous 13F -12,795 shares

    1.35% of the 13F portfolio, value $11,238,149.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 138,417 shares
    Change vs previous 13F -1,951 shares

    1.51% of the 13F portfolio, value $12,085,183.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 140,368 shares
    Change vs previous 13F -28,957 shares

    1.61% of the 13F portfolio, value $11,717,914.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 169,325 shares
    Change vs previous 13F -20,820 shares

    1.94% of the 13F portfolio, value $12,809,471.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 190,145 shares
    Change vs previous 13F +6,533 shares

    1.96% of the 13F portfolio, value $13,363,421.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 183,612 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $14,330,893.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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