Farther Finance Advisors, LLC IEFA holdings history
ISHARES CORE MSCI EAFE ETF · CUSIP 46432F842 · CIK 1992825
As of 2026-06-30, Farther Finance Advisors, LLC reported 607.76K IEFA (shares), valued at $58.70M, or 0.46% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares decreased 4.19%; reported value increased 0.68%, and weight changed -0.09 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 | 0.46% | 607,759 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 0.55% | 634,319 | SEC filing ↗Filed Apr 7, 2026 |
| Q4 2025 | 0.67% | 702,893 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 0.47% | 356,455 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.60% | 358,276 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 0.61% | 312,960 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 0.76% | 298,767 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 0.77% | 262,033 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 0.85% | 239,746 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 1.02% | 226,221 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 1.35% | 267,372 | SEC filing ↗Filed Feb 15, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.35% | 267,372 | $18.81M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 15, 2024 |
| Q1 2024 | 1.02% | 226,221 | $16.72M | Shares decreased 15.39%; reported value decreased 11.13%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 0.85% | 239,746 | $17.44M | Shares increased 5.98%; reported value increased 4.33%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 0.77% | 262,033 | $20.45M | Shares increased 9.30%; reported value increased 17.28%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 0.76% | 298,767 | $21.00M | Shares increased 14.02%; reported value increased 2.67%, 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 | 0.61% | 312,960 | $23.73M | Shares increased 4.75%; reported value increased 13.04%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 0.60% | 358,276 | $29.91M | Shares increased 14.48%; reported value increased 26.01%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 0.47% | 356,455 | $31.12M | Shares decreased 0.51%; reported value increased 4.06%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 0.67% | 702,893 | $62.88M | Shares increased 97.19%; reported value increased 102.05%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 0.55% | 634,319 | $58.30M | Shares decreased 9.76%; reported value decreased 7.29%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 7, 2026 |
| Q2 2026 | 0.46% | 607,759 | $58.70M | Shares decreased 4.19%; reported value increased 0.68%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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