Question 1

How many shares of IEFA does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 3.4M shares of IEFA (ISHARES CORE MSCI EAFE ETF).

Question 2

What is &PARTNERS's IEFA position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's IEFA position is worth $331.3M.

Question 3

Is &PARTNERS buying or selling IEFA?

Accepted Answer

In 2026-Q2, &PARTNERS increased their IEFA position (+3.8% change in shares).

Question 4

When did &PARTNERS first buy IEFA?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in IEFA in 2024-Q3. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3.4M	+3.8%	$331.3M	1.4%	$96.58	51
2026-Q1	Increased	3.3M	+5.4%	$299.4M	1.5%	$89.07	51
2025-Q4	Increased	3.1M	+5.5%	$280.3M	1.5%	$88.02	51
2025-Q3	Increased	3M	+8.4%	$259.5M	1.7%	$84.28	53
2025-Q2	Increased	2.7M	+15.5%	$229.2M	1.8%	$80.58	56
2025-Q1	Increased	2.4M	+23.7%	$181.7M	1.9%	$71.73	58
2024-Q4	Increased	1.9M	+56.2%	$135M	1.6%	$66.64	67
2024-Q3	Increased	1.2M	+235.3%	$96.1M	1.9%	$72.87	76

IEFAShowing 8 of 11 quarters

IEFA
Showing 8 of 11 quarters