CFO4Life Group, LLC IEFA holdings history
ISHARES CORE MSCI EAFE ETF · CUSIP 46432F842 · CIK 1706351
As of 2026-06-30, CFO4Life Group, LLC reported 375.85K IEFA (shares), valued at $36.30M, or 4.89% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 0.88%; reported value increased 5.74%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.89% | 375,853 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 5.23% | 379,195 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 4.92% | 385,486 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 4.89% | 385,438 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 4.88% | 373,990 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 4.25% | 333,509 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 0.11% | 9,228 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 0.12% | 8,799 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.10% | 7,210 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 0.10% | 7,210 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 0.10% | 7,156 | SEC filing ↗Filed Jan 24, 2024Amended |
| Q3 2023 | 0.11% | 7,071 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.11% | 7,071 | $455.04K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 0.10% | 7,156 | $503.43K | Shares increased 1.20%; reported value increased 10.63%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 0.10% | 7,210 | $535.10K | Shares increased 0.75%; reported value increased 6.29%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 0.10% | 7,210 | $523.71K | Shares unchanged; reported value decreased 2.13%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 0.12% | 8,799 | $686.74K | Shares increased 22.04%; reported value increased 31.13%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.11% | 9,228 | $648.52K | Shares increased 4.88%; reported value decreased 5.56%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 4.25% | 333,509 | $25.23M | Shares increased 3514.10%; reported value increased 3790.37%, and weight changed +4.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 4.88% | 373,990 | $31.22M | Shares increased 12.14%; reported value increased 23.74%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 4.89% | 385,438 | $33.65M | Shares increased 3.06%; reported value increased 7.79%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 4.92% | 385,486 | $34.49M | Shares increased 0.01%; reported value increased 2.48%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 5.23% | 379,195 | $34.33M | Shares decreased 1.63%; reported value decreased 0.46%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 4.89% | 375,853 | $36.30M | Shares decreased 0.88%; reported value increased 5.74%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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