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Disclosery

MA Private Wealth: IEFA position timeline

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

MA Private Wealth held 19,573 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,573 shares
    Change vs previous 13F -1,002 shares

    0.28% of the 13F portfolio, value $1,890,407.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 20,575 shares
    Change vs previous 13F +1,527 shares

    0.31% of the 13F portfolio, value $1,862,635.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 19,048 shares
    Change vs previous 13F +1,457 shares

    0.28% of the 13F portfolio, value $1,704,014.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 17,591 shares
    Change vs previous 13F +202 shares

    0.26% of the 13F portfolio, value $1,535,841.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 17,389 shares
    Change vs previous 13F +468 shares

    0.26% of the 13F portfolio, value $1,451,606.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 16,921 shares
    Change vs previous 13F -67 shares

    0.24% of the 13F portfolio, value $1,280,078.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 16,988 shares
    Change vs previous 13F +429 shares

    0.22% of the 13F portfolio, value $1,193,951.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 16,559 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,292,428.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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