Safeguard Financial, LLC: IEFA position timeline

Safeguard Financial, LLC held 349,555 IEFA shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 349,555 shares

   Change vs previous 13F +17,484 shares

   5.79% of the 13F portfolio, value $26,443,802.

   13F-HR 0001754960-25-000176 filed by Safeguard Financial, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 332,071 shares

   Change vs previous 13F +50,846 shares

   5.07% of the 13F portfolio, value $23,337,964.

   13F-HR 0001754960-25-000017 filed by Safeguard Financial, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 281,225 shares

   Change vs previous 13F +32,142 shares

   5.17% of the 13F portfolio, value $21,949,639.

   13F-HR 0001754960-24-000498 filed by Safeguard Financial, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 249,083 shares

   Change vs previous 13F +49,484 shares

   5.03% of the 13F portfolio, value $18,093,364.

   13F-HR 0001754960-24-000405 filed by Safeguard Financial, LLC
   Filed 2024-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 199,599 shares

   Change vs previous 13F +19,823 shares

   4.83% of the 13F portfolio, value $14,814,214.

   13F-HR 0001754960-24-000109 filed by Safeguard Financial, LLC
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 179,776 shares

   Change vs previous 13F +40,818 shares

   4.79% of the 13F portfolio, value $12,647,218.

   13F-HR 0001754960-24-000067 filed by Safeguard Financial, LLC
   Filed 2024-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 138,958 shares

   Change vs previous 13F +28,303 shares

   4.31% of the 13F portfolio, value $8,941,943.

   13F-HR 0001754960-23-000304 filed by Safeguard Financial, LLC
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F 110,655 shares

   Change vs previous 13F not available

   3.6% of the 13F portfolio, value $7,469,000.

   13F-HR 0001922498-23-000003 filed by Safeguard Financial, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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