Avidian Wealth Enterprises, LLC EFA — ISHARES TR

Ownership history in Avidian Wealth Enterprises, LLC  ·  23 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported ISHARES TR (EFA) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows EFA at 0.45% 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 Avidian Wealth Enterprises, 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 Q1

EFA was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

EFA stock page Avidian Wealth Enterprises, LLC fund profile Avidian Wealth Enterprises, LLC full holdings
How Avidian Wealth Enterprises, LLC held EFA — position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 146,875 +145,975 +16219.4% 0.45% $14.3M 2026-05-07 $102.89
2026 Q1 REDUCED — — — 900 -60,628 -98.5% 0.00% $87K 2026-05-07 $102.89
2025 Q4 ADDED — — — 61,528 +991 +1.6% 0.22% $5.9M 2026-02-02 $101.40
2025 Q3 REDUCED 19.3% +5.0% ❌ 60,537 -14,524 -19.3% 0.21% $5.7M 2025-10-30 $93.01
2025 Q2 ADDED — — — 75,061 +774 +1.0% 0.27% $6.7M 2025-07-30 $86.90
2025 Q1 REDUCED 18.5% +11.3% ❌ 74,287 -16,809 -18.5% 0.27% $6.1M 2025-04-25 $81.22
2024 Q4 REDUCED — — — 91,096 -1,364 -1.5% 0.31% $6.9M 2025-01-29 $76.39
2024 Q3 ADDED — — — 92,460 +182 +0.2% 0.35% $7.7M 2024-10-30 $75.92
2024 Q2 ADDED — — — 92,278 +17,917 +24.1% 0.30% $7.2M 2024-08-06 $71.87
2024 Q1 REDUCED — — — 74,361 -2,757 -3.6% 0.29% $5.9M 2024-05-03 $73.88
2023 Q4 REDUCED 6.9% +5.5% ❌ 77,118 -5,698 -6.9% 0.36% $5.8M 2024-02-06 $70.41
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFA

As of 2026 Q1 — sorted by position size

Ryan Investment Management, Inc. 20.41% Brewster Financial Planning LLC 3Y 19.22% NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3Y 7Y 16.62% ARRIEN INVESTMENTS, INC. 13.66% Latigo Investments, LLC 3Y 13.48% HT Partners LLC 3Y 7Y 13.25% AlTi Global, Inc. 13.14% Lepercq De Neuflize Asset Management LLC 12.87% WoodTrust Financial Corp 3Y 7Y 12.44% Annis Gardner Whiting Capital Advisors, LLC 12.26%

FAQ About Avidian Wealth Enterprises, 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 Avidian Wealth Enterprises, LLC reported owning EFA?

Avidian Wealth Enterprises, LLC reported EFA across 11 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EFA position in Avidian Wealth Enterprises, LLC's portfolio?

The largest reported portfolio weight for EFA was 0.45% in 2026 Q1.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2026 Q1, when Avidian Wealth Enterprises, LLC reported 146,875 shares, equal to 0.45% of portfolio, with an estimated market value of $14.3M.

What does the chart on this EFA ownership page compare?

The chart compares Avidian Wealth Enterprises, 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.

How well did Avidian Wealth Enterprises, LLC time their EFA position?

Based on 13F filing dates vs. subsequent EFA price moves, Avidian Wealth Enterprises, LLC correctly timed 11 out of 22 reported position changes (50%).

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