BAKER TILLY WEALTH MANAGEMENT, LLC EFV — ISHARES TR

Ownership history in BAKER TILLY WEALTH MANAGEMENT, LLC  ·  20 quarters on record

AI Ownership Summary

BAKER TILLY WEALTH MANAGEMENT, LLC reported ISHARES TR (EFV) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows EFV at 0.13% 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 EFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAKER TILLY WEALTH MANAGEMENT, 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 Q3

EFV was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% 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
2024 Q2 to 2026 Q3

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.

EFV stock page BAKER TILLY WEALTH MANAGEMENT, LLC fund profile BAKER TILLY WEALTH MANAGEMENT, LLC full holdings
How BAKER TILLY WEALTH MANAGEMENT, LLC held EFV — position size vs. price
% of Fund (quarterly)    EFV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 8,429 -495 -5.5% 0.13% $667K 2026-10-05 $78.56
2026 Q2 ADDED — — — 8,924 +861 +10.7% 0.15% $683K 2026-07-17 $78.47
2026 Q1 ADDED — — — 8,063 +1,400 +21.0% 0.15% $599K 2026-04-10 $75.72
2025 Q4 ADDED — — — 6,663 +1,543 +30.1% 0.12% $476K 2026-01-08 $70.35
2025 Q3 ADDED — — — 5,120 +1,658 +47.9% 0.08% $347K 2025-10-09 $64.53
2025 Q2 REDUCED 20.9% +6.5% ❌ 3,462 -917 -20.9% 0.08% $220K 2025-07-10 $61.12
2024 Q2 REDUCED 53.6% +8.5% ❌ 4,379 -5,055 -53.6% 0.09% $232K 2024-07-18 $50.40
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFV

As of 2026 Q3 — sorted by position size

Montecito Bank & Trust 3Y 7Y 1.16% Advus Financial Partners, LLC 1.04% COLLECTIVE FAMILY OFFICE LLC 3Y 0.93% First Citizens Financial Corp 3Y 0.64% ROCKLAND TRUST CO 3Y 7Y 0.22% PRIVATE CLIENT SERVICES, LLC 0.05% Rosenberg Matthew Hamilton 3Y 0.04% Stonebridge Financial Group, LLC 0.03% Versant Capital Management, Inc 3Y 7Y 0.03% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.01%

FAQ About BAKER TILLY WEALTH MANAGEMENT, LLC and EFV

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

How long has BAKER TILLY WEALTH MANAGEMENT, LLC reported owning EFV?

BAKER TILLY WEALTH MANAGEMENT, LLC reported EFV across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported EFV position in BAKER TILLY WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for EFV was 0.15% in 2026 Q1.

What is the latest reported EFV position on this page?

The most recent filing on this page is 2026 Q3, when BAKER TILLY WEALTH MANAGEMENT, LLC reported 8,429 shares, equal to 0.13% of portfolio, with an estimated market value of $667K.

What does the chart on this EFV ownership page compare?

The chart compares BAKER TILLY WEALTH MANAGEMENT, LLC's quarterly EFV 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 BAKER TILLY WEALTH MANAGEMENT, LLC time their EFV position?

Based on 13F filing dates vs. subsequent EFV price moves, BAKER TILLY WEALTH MANAGEMENT, LLC correctly timed 8 out of 19 reported position changes (42%). The annualised alpha on EFV relative to SPY over the holding period was +209.4%.

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