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Strategic Investment Advisors / MI: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Advisors / MI on IEFA, newest first. How the timeline and the estimate are built.

Strategic Investment Advisors / MI held 954,688 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 954,688 shares
    Change vs previous 13F +144,003 shares

    5.58% of the 13F portfolio, value $92,203,753.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 810,685 shares
    Change vs previous 13F +88,181 shares

    5.07% of the 13F portfolio, value $73,446,330.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 722,504 shares
    Change vs previous 13F +722,308 shares

    5.59% of the 13F portfolio, value $64,674,437.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 196 shares
    Change vs previous 13F -582,172 shares

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  5. period ended2025-06-30
    13F 582,368 shares
    Change vs previous 13F +58,686 shares

    4.73% of the 13F portfolio, value $48,695,051.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 523,682 shares
    Change vs previous 13F +36,781 shares

    4.2% of the 13F portfolio, value $39,616,504.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 486,901 shares
    Change vs previous 13F +21,551 shares

    3.63% of the 13F portfolio, value $34,219,393.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 465,350 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $36,320,540.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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