Form 13-F position report

ISHARES TR

Reported by Revolve Wealth Partners LLC

ETF profile Manager portfolio Source filing
IEFA CUSIP 46432F842 Manager CIK 0001808992
Latest reported change

Reported 345,287 shares, up 156,299 (82.7%) from the prior quarter.

Reported value 99.7%; share count 82.7% vs. the prior quarter.

Added
% of reported 13F value 4.68% This manager · Q4 2023
Shares 345,287 Quarter-end amount reported
Reported value $24,290,940 Fair value at quarter end
Consecutive quarters held 9 Through Q4 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 545,409 +12,815 (2.4%) 5.51% $52,839,222 2026-10-23
Q2 2026 Added 532,594 +10,102 (1.9%) 5.33% $51,437,894 2026-07-09
Q1 2026 Reduced 522,492 -60,792 (-10.4%) 6.14% $47,301,218 2026-04-13
Q4 2025 Added 583,284 +2,462 (0.4%) 6.13% $52,180,598 2026-01-20
Q3 2025 Added 580,822 +6 (0.0%) 6.08% $50,711,551 2025-10-14
Q2 2025 Reduced 580,816 -11,371 (-1.9%) 6.3% $48,486,480 2025-07-28
Q1 2025 Added 592,187 +40,519 (7.3%) 6.48% $44,798,915 2025-04-14
Q4 2024 Added 551,668 +19,941 (3.8%) 5.6% $38,771,260 2025-01-22
Q3 2024 Added 531,727 +10,224 (2.0%) 6.32% $41,501,255 2024-10-18
Q2 2024 Added 521,503 +18,663 (3.7%) 6.23% $37,881,945 2024-07-19
Q1 2024 Added 502,840 +157,553 (45.6%) 6.36% $37,320,802 2024-04-15
Q4 2023 Added 345,287 +156,299 (82.7%) 4.68% $24,290,940 2024-01-12
Q3 2023 Added 188,988 +57,964 (44.2%) 2.8% $12,161,369 2023-10-10
Q2 2023 Reduced 131,024 -4,598 (-3.4%) 2.07% $8,844,092 2023-07-20
Q1 2023 Reduced 135,622 -19 (0.0%) 2.31% $9,066,342 2023-04-06
Q4 2022 Added 135,641 +11,637 (9.4%) 2.39% $8,360,922 2023-01-17
Q3 2022 Reduced 124,004 -509 (-0.4%) 2.18% $6,531,000 2022-10-12
Q2 2022 Added 124,513 +7,126 (6.1%) 2.41% $7,328,000 2022-07-11
Q1 2022 Added 117,387 +4,701 (4.2%) 2.35% $8,160,000 2022-04-19
Q4 2021 New 112,686 +112,686 (0.0%) 2.42% $8,411,000 2022-02-04
Institutional context

Who else reported the position

1811 managers reported ISHARES TR for Q4 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 169,236,422 +4,852,741 1.2% $11,905,782,250 43 qtrs
MORGAN STANLEY Reduced 87,710,837 -653,305 0.54% $6,170,457,636 43 qtrs
JONES FINANCIAL COMPANIES LLLP Added 76,887,097 +3,655,216 8.13% $5,409,007,219 23 qtrs
TIAA TRUST NATIONAL ASSOCIATION Added 58,350,633 +81,760 13.7% $4,104,967,016 2 qtrs
WELLS FARGO & COMPANY MN Added 56,399,935 +3,893,711 1.04% $3,967,735,426 43 qtrs
The Goldman Sachs Group Inc Added 38,546,896 +12,659,503 0.5% $2,711,774,149 34 qtrs
BlackRock Inc Reduced 37,296,977 -2,466,643 0.07% $2,623,842,354 43 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 34,921,515 -314,295 1.02% $2,456,728,567 43 qtrs
LPL Financial LLC Added 34,496,671 +1,132,095 1.47% $2,426,840,813 43 qtrs
US BANCORP DE Added 30,507,082 +1,543,838 3.18% $2,146,181,864 39 qtrs
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Filing details and methodology As reported
Report period
December 31, 2023
Filed
January 12, 2024
Filing type
13F-HR
Position type
CORE MSCI EAFE

Voting authority reported

Sole
345,286
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.