Graves Light Lenhart Wealth, Inc. IEFA holdings history
ISHARES CORE MSCI EAFE ETF · CUSIP 46432F842 · CIK 1759803
As of 2026-06-30, Graves Light Lenhart Wealth, Inc. reported 1.01M IEFA (shares), valued at $97.87M, or 9.13% of its reported non-derivative portfolio. Filed 2026-07-07.
Verify history & sources →Shares increased 5.75%; reported value increased 12.82%, and weight changed +0.10 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 | 9.13% | 1,013,378 | SEC filing ↗Filed Jul 7, 2026 |
| Q1 2026 | 9.03% | 958,261 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 8.83% | 930,902 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 8.67% | 894,877 | SEC filing ↗Filed Oct 7, 2025 |
| Q2 2025 | 8.61% | 867,010 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 7.83% | 843,750 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 7.13% | 815,827 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 7.64% | 795,815 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 6.99% | 840,523 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 6.96% | 809,866 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 5.70% | 652,628 | SEC filing ↗Filed Feb 9, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.70% | 652,628 | $45.91M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 6.96% | 809,866 | $60.11M | Shares increased 24.09%; reported value increased 30.92%, and weight changed +1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 6.99% | 840,523 | $61.14M | Shares increased 3.79%; reported value increased 1.72%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 7.64% | 795,815 | $62.11M | Shares decreased 5.32%; reported value increased 1.59%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 7.13% | 815,827 | $57.34M | Shares increased 2.51%; reported value decreased 7.69%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 7.83% | 843,750 | $63.83M | Shares increased 3.42%; reported value increased 11.33%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 8.61% | 867,010 | $72.38M | Shares increased 2.76%; reported value increased 13.39%, and weight changed +0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 8.67% | 894,877 | $78.13M | Shares increased 3.21%; reported value increased 7.95%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2025 |
| Q4 2025 | 8.83% | 930,902 | $83.28M | Shares increased 4.03%; reported value increased 6.59%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 9.03% | 958,261 | $86.75M | Shares increased 2.94%; reported value increased 4.17%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 9.13% | 1,013,378 | $97.87M | Shares increased 5.75%; reported value increased 12.82%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2026 |
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