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MTC Wealth Management LLC: IEFA position timeline

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

MTC Wealth Management LLC held 342,326 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,326 shares
    Change vs previous 13F -5,110 shares

    14.83% of the 13F portfolio, value $33,061,865.

    13F-HR 0001821455-26-000006 filed by MTC 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 347,436 shares
    Change vs previous 13F +102,677 shares

    14.94% of the 13F portfolio, value $31,453,371.

    13F-HR 0001821455-26-000004 filed by MTC 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 244,759 shares
    Change vs previous 13F -4,864 shares

    10.27% of the 13F portfolio, value $21,896,130.

    13F-HR 0001821455-26-000002 filed by MTC 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 249,623 shares
    Change vs previous 13F -3,572 shares

    10.15% of the 13F portfolio, value $21,794,572.

    13F-HR 0001821455-25-000005 filed by MTC 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 253,195 shares
    Change vs previous 13F -6,408 shares

    10.16% of the 13F portfolio, value $21,136,707.

    13F-HR 0001667731-25-001014 filed by MTC 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 259,603 shares
    Change vs previous 13F +8,666 shares

    9.65% of the 13F portfolio, value $19,639,001.

    13F-HR 0001667731-25-000584 filed by MTC 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 250,937 shares
    Change vs previous 13F +621 shares

    8.49% of the 13F portfolio, value $17,635,884.

    13F-HR 0001667731-25-000181 filed by MTC 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 250,316 shares
    Change vs previous 13F not available

    8.83% of the 13F portfolio, value $19,537,185.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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