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Modera Wealth Management, LLC: IEFA position timeline

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

Modera Wealth Management, LLC held 3,646,299 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,646,299 shares
    Change vs previous 13F +119,682 shares

    3.76% of the 13F portfolio, value $352,159,575.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
    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 3,526,617 shares
    Change vs previous 13F +22,749 shares

    3.83% of the 13F portfolio, value $319,264,643.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    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 3,503,868 shares
    Change vs previous 13F -34,605 shares

    3.63% of the 13F portfolio, value $313,456,066.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    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 3,538,473 shares
    Change vs previous 13F +88,084 shares

    3.58% of the 13F portfolio, value $308,944,111.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    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 3,450,389 shares
    Change vs previous 13F -52,884 shares

    3.57% of the 13F portfolio, value $288,038,508.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    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 3,503,273 shares
    Change vs previous 13F +138,010 shares

    3.59% of the 13F portfolio, value $265,022,590.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    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 3,365,263 shares
    Change vs previous 13F +229,038 shares

    2.86% of the 13F portfolio, value $236,510,662.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    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 3,136,225 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $244,782,361.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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