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MOTIVE WEALTH ADVISORS: IEFA position timeline

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

MOTIVE WEALTH ADVISORS held 146,415 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 146,415 shares
    Change vs previous 13F -3,600 shares

    5.82% of the 13F portfolio, value $14,140,804.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 150,015 shares
    Change vs previous 13F -2,194 shares

    6.38% of the 13F portfolio, value $13,580,858.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 152,209 shares
    Change vs previous 13F +4,329 shares

    5.8% of the 13F portfolio, value $13,616,617.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 147,880 shares
    Change vs previous 13F -2,444 shares

    5.57% of the 13F portfolio, value $12,911,403.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 150,324 shares
    Change vs previous 13F -1,821 shares

    5.71% of the 13F portfolio, value $12,549,048.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 152,145 shares
    Change vs previous 13F +319 shares

    6.16% of the 13F portfolio, value $11,509,769.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 151,826 shares
    Change vs previous 13F -2,309 shares

    5.73% of the 13F portfolio, value $10,670,331.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 154,135 shares
    Change vs previous 13F not available

    6.72% of the 13F portfolio, value $11,196,366.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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