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Focus Partners Wealth: IEFA position timeline

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

Focus Partners Wealth held 3,027,300 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,027,300 shares
    Change vs previous 13F +71,815 shares

    0.27% of the 13F portfolio, value $292,376,774.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,870,324 shares
    • Focus Partners Advisor Solutions, LLC: 156,976 shares

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

  2. period ended2026-03-31
    13F 2,955,485 shares
    Change vs previous 13F -59,029 shares

    0.27% of the 13F portfolio, value $267,614,166.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,890,196 shares
    • Focus Partners Advisor Solutions, LLC: 65,289 shares

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

  3. period ended2025-12-31
    13F 3,014,514 shares
    Change vs previous 13F +830,721 shares

    0.28% of the 13F portfolio, value $266,205,019.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,945,065 shares
    • Focus Partners Advisor Solutions, LLC: 69,449 shares

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

  4. period ended2025-09-30
    13F 2,183,793 shares
    Change vs previous 13F +14,622 shares

    0.27% of the 13F portfolio, value $190,704,697.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,136,182 shares
    • Focus Partners Advisor Solutions, LLC: 47,611 shares

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

  5. period ended2025-06-30
    13F 2,169,171 shares
    Change vs previous 13F +274,365 shares

    0.34% of the 13F portfolio, value $181,082,535.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,102,037 shares
    • Focus Partners Advisor Solutions, LLC: 67,134 shares

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

  6. period ended2025-03-31
    13F/A 1,894,806 shares
    Change vs previous 13F -528,531 shares

    0.31% of the 13F portfolio, value $143,342,251.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,828,773 shares
    • Focus Partners Advisor Solutions, LLC: 66,033 shares

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

  7. period ended2024-12-31
    13F/A 2,423,337 shares
    Change vs previous 13F +55,931 shares

    0.38% of the 13F portfolio, value $170,312,287.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,359,936 shares
    • Focus Partners Advisor Solutions, LLC: 63,401 shares

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

  8. period ended2024-09-30
    13F 2,367,406 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $184,776,179.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,309,227 shares
    • Focus Partners Advisor Solutions, LLC: 58,179 shares

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