William Howard & Co Financial Advisors Inc IEFA holdings history
ISHARES CORE MSCI EAFE ETF · CUSIP 46432F842 · CIK 2023493
As of 2026-06-30, William Howard & Co Financial Advisors Inc reported 56.01K IEFA (shares), valued at $5.41M, or 4.21% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 0.50%; reported value increased 7.22%, and weight changed -0.15 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 | 4.21% | 56,013 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 4.36% | 55,734 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 4.23% | 56,056 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 4.09% | 55,092 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 4.03% | 55,332 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 4.00% | 56,364 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 3.75% | 59,006 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 3.48% | 52,218 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 3.39% | 50,560 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 3.50% | 50,311 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 3.50% | 50,311 | $3.73M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.39% | 50,560 | $3.67M | Shares increased 0.49%; reported value decreased 1.69%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 3.48% | 52,218 | $4.08M | Shares increased 3.28%; reported value increased 10.97%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 3.75% | 59,006 | $4.15M | Shares increased 13.00%; reported value increased 1.77%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 4.00% | 56,364 | $4.26M | Shares decreased 4.48%; reported value increased 2.82%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 4.03% | 55,332 | $4.62M | Shares decreased 1.83%; reported value increased 8.33%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 4.09% | 55,092 | $4.81M | Shares decreased 0.43%; reported value increased 4.13%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 4.23% | 56,056 | $5.01M | Shares increased 1.75%; reported value increased 4.25%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 4.36% | 55,734 | $5.05M | Shares decreased 0.57%; reported value increased 0.61%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 4.21% | 56,013 | $5.41M | Shares increased 0.50%; reported value increased 7.22%, and weight changed -0.15 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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