Spruce Investment Advisors LLC: IEFA position timeline

Spruce Investment Advisors LLC held 44,043 IEFA shares at 2017-12-31 per its 13F-HR filed 2018-02-14.

the latest 13F is the newest step

1. period ended2017-12-31

   13F 44,043 shares

   Change vs previous 13F -7,112 shares

   6% of the 13F portfolio, value $2,911,000.

   13F-HR 0001172661-18-000594 filed by Spruce Investment Advisors LLC
   Filed 2018-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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

2. period ended2017-09-30

   13F 51,155 shares

   Change vs previous 13F -1,934 shares

   6.33% of the 13F portfolio, value $3,283,000.

   13F-HR 0001172661-17-001916 filed by Spruce Investment Advisors LLC
   Filed 2017-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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

3. period ended2017-06-30

   13F 53,089 shares

   Change vs previous 13F -87,426 shares

   5.72% of the 13F portfolio, value $3,233,000.

   13F-HR 0001172661-17-001488 filed by Spruce Investment Advisors LLC
   Filed 2017-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

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

4. period ended2017-03-31

   13F 140,515 shares

   Change vs previous 13F -328,960 shares

   9.39% of the 13F portfolio, value $8,142,000.

   13F-HR 0001172661-17-000979 filed by Spruce Investment Advisors LLC
   Filed 2017-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

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

5. period ended2016-12-31

   13F 469,475 shares

   Change vs previous 13F +268,129 shares

   19.54% of the 13F portfolio, value $25,178,000.

   13F-HR 0001172661-17-000288 filed by Spruce Investment Advisors LLC
   Filed 2017-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

6. period ended2016-09-30

   13F 201,346 shares

   Change vs previous 13F -28,738 shares

   6.99% of the 13F portfolio, value $11,102,000.

   13F-HR 0001172661-16-004147 filed by Spruce Investment Advisors LLC
   Filed 2016-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

7. period ended2016-06-30

   13F 230,084 shares

   Change vs previous 13F not available

   6.79% of the 13F portfolio, value $11,939,000.

   13F-HR 0001172661-16-003635 filed by Spruce Investment Advisors LLC
   Filed 2016-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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