EARNED WEALTH ADVISORS, LLC IEFA holdings history
ISHARES CORE MSCI EAFE ETF · CUSIP 46432F842 · CIK 1905663
As of 2026-06-30, EARNED WEALTH ADVISORS, LLC reported 529.63K IEFA (shares), valued at $51.15M, or 3.30% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 6.76%; reported value increased 13.89%, and weight changed +0.30 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 | 3.30% | 529,634 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 3.00% | 496,120 | SEC filing ↗Filed May 7, 2026Combination report |
| Q4 2025 | 3.04% | 479,509 | SEC filing ↗Filed Jan 27, 2026AmendedCombination report |
| Q3 2025 | 2.17% | 151,048 | SEC filing ↗Filed Oct 22, 2025Combination report |
| Q2 2025 | 1.93% | 117,990 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 1.47% | 88,361 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | 0.00% | 60 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 0.00% | 60 | $4.68K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | 1.47% | 88,361 | $6.68M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 1.93% | 117,990 | $9.85M | Shares increased 33.53%; reported value increased 47.35%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 2.17% | 151,048 | $13.19M | Shares increased 28.02%; reported value increased 33.89%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 3.04% | 479,509 | $42.90M | Shares increased 217.45%; reported value increased 225.27%, and weight changed +0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 3.00% | 496,120 | $44.91M | Shares increased 3.46%; reported value increased 4.70%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 3.30% | 529,634 | $51.15M | Shares increased 6.76%; reported value increased 13.89%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.