Revolve Wealth Partners, LLC IEFA holdings history
ISHARES CORE MSCI EAFE ETF · CUSIP 46432F842 · CIK 1808992
As of 2026-06-30, Revolve Wealth Partners, LLC reported 532.59K IEFA (shares), valued at $51.44M, or 5.35% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 1.93%; reported value increased 8.75%, and weight changed -0.80 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 | 5.35% | 532,594 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 6.15% | 522,492 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 6.13% | 583,284 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 6.08% | 580,822 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 6.33% | 580,816 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 6.48% | 592,187 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 5.72% | 551,668 | SEC filing ↗Filed Mar 19, 2025Amended |
| Q3 2024 | 6.34% | 531,727 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 6.25% | 521,503 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 6.38% | 502,840 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 4.70% | 345,287 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 2.82% | 188,988 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.82% | 188,988 | $12.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 4.70% | 345,287 | $24.29M | Shares increased 82.70%; reported value increased 99.74%, and weight changed +1.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 6.38% | 502,840 | $37.32M | Shares increased 45.63%; reported value increased 53.64%, and weight changed +1.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 6.25% | 521,503 | $37.88M | Shares increased 3.71%; reported value increased 1.50%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 6.34% | 531,727 | $41.50M | Shares increased 1.96%; reported value increased 9.55%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 5.72% | 551,668 | $38.77M | Shares increased 3.75%; reported value decreased 6.58%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 19, 2025 |
| Q1 2025 | 6.48% | 592,187 | $44.80M | Shares increased 7.34%; reported value increased 15.55%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 6.33% | 580,816 | $48.49M | Shares decreased 1.92%; reported value increased 8.23%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 6.08% | 580,822 | $50.71M | Shares increased 0.00%; reported value increased 4.59%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 6.13% | 583,284 | $52.18M | Shares increased 0.42%; reported value increased 2.90%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 6.15% | 522,492 | $47.30M | Shares decreased 10.42%; reported value decreased 9.35%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 5.35% | 532,594 | $51.44M | Shares increased 1.93%; reported value increased 8.75%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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