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Disclosery

MONEYWISE, INC.: IEFA position timeline

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

MONEYWISE, INC. held 83,608 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,608 shares
    Change vs previous 13F -10,003 shares

    3.01% of the 13F portfolio, value $8,074,833.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 93,611 shares
    Change vs previous 13F -21,682 shares

    3.7% of the 13F portfolio, value $8,474,623.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 115,293 shares
    Change vs previous 13F +23,530 shares

    4.29% of the 13F portfolio, value $10,314,139.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 91,763 shares
    Change vs previous 13F -792 shares

    3.62% of the 13F portfolio, value $8,011,786.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 92,555 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $7,726,453.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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