Accretive Wealth Partners, LLC Ishares Tr Transaction History

Accretive Wealth Partners, LLC

$312 Million
Q3 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,203 shares of IEFA stock, worth $284,266. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,203

Holding current value

$284,266

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$81.7 - $87.53 $261,685 - $280,358	3,203 New	3,203 $279,000

Others Institutions Holding IEFA

# of Institutions

2,406

Shares Held

1.59B

Call Options Held

111K

Put Options Held

43.5K

Bank Of America Corp Charlotte, NC

225M
Shares

$20 Billion
1.37% of portfolio
Morgan Stanley New York, NY

100M
Shares

$8.87 Billion
0.55% of portfolio
Jones Financial Companies Lllp

96.5M
Shares

$8.57 Billion
5.78% of portfolio
Wells Fargo & Company San Francisco, CA

76.2M
Shares

$6.76 Billion
1.31% of portfolio
Tiaa, Fsb St. Louis, MO

59M
Shares

$5.23 Billion
14.41% of portfolio

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accretive Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.

Account

Accretive Wealth Partners, LLC Ishares Tr Transaction History