A&I FINANCIAL SERVICES, LLC EFA β€” ISHARES TR

Ownership history in A&I FINANCIAL SERVICES, LLC  Β·  3 quarters on record

AI Ownership Summary

A&I FINANCIAL SERVICES, LLC reported ISHARES TR (EFA) in 3 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 18.1% in 2026 Q2. The latest visible filing shows EFA at 18.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was A&I FINANCIAL SERVICES, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EFA was reported at 18.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.1% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How A&I FINANCIAL SERVICES, LLC held EFA β€” position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 400,128 +183,784 +84.9% 18.10% $41.6M 2026-07-09 $103.92
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About A&I FINANCIAL SERVICES, LLC and EFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has A&I FINANCIAL SERVICES, LLC reported owning EFA?

A&I FINANCIAL SERVICES, LLC reported EFA across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported EFA position in A&I FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for EFA was 18.10% in 2026 Q2.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2026 Q2, when A&I FINANCIAL SERVICES, LLC reported 400,128 shares, equal to 18.10% of portfolio, with an estimated market value of $41.6M.

What does the chart on this EFA ownership page compare?

The chart compares A&I FINANCIAL SERVICES, LLC's quarterly EFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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