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Disclosery

MA Private Wealth: IEV position timeline

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

MA Private Wealth held 13,121 IEV 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 13,121 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $955,865.

    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 13,121 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $891,441.

    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 13,121 shares
    Change vs previous 13F -1,989 shares

    0.15% of the 13F portfolio, value $900,101.

    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 15,110 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $989,403.

    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 15,110 shares
    Change vs previous 13F -239 shares

    0.17% of the 13F portfolio, value $955,708.

    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 15,349 shares
    Change vs previous 13F +10,667 shares

    0.17% of the 13F portfolio, value $893,312.

    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 4,682 shares
    Change vs previous 13F -7,348 shares

    0.05% of the 13F portfolio, value $243,745.

    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 12,030 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $700,988.

    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).