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CX Institutional: IEFA position timeline

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

CX Institutional held 906,032 IEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 906,032 shares
    Change vs previous 13F +44,362 shares

    2.38% of the 13F portfolio, value $87,776,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 861,670 shares
    Change vs previous 13F -124,083 shares

    2.4% of the 13F portfolio, value $83,220,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 985,753 shares
    Change vs previous 13F -36,783 shares

    2.72% of the 13F portfolio, value $89,240,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,022,536 shares
    Change vs previous 13F -55,783 shares

    2.73% of the 13F portfolio, value $91,476,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,078,319 shares
    Change vs previous 13F +897,305 shares

    2.86% of the 13F portfolio, value $94,148,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 181,014 shares
    Change vs previous 13F -1,310,953 shares

    0.53% of the 13F portfolio, value $15,111,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,491,967 shares
    Change vs previous 13F -429,264 shares

    4.26% of the 13F portfolio, value $112,867,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,921,231 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $135,024,138.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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