EFA β€” ISHARES TR

Ownership history in BITTERROOT CAPITAL ADVISORS LLC  Β·  1 quarter on record

AI Ownership Summary

BITTERROOT CAPITAL ADVISORS LLC reported ISHARES TR (EFA) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 1.11% in 2025 Q4. The latest visible filing shows EFA at 1.11% 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.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BITTERROOT CAPITAL ADVISORS 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
2025 Q4

EFA was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 BITTERROOT CAPITAL ADVISORS LLC held EFA β€” position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 16,882 β€” β€” 1.11% $1.6M 2026-02-14 (Est.) $104.24

FAQ About BITTERROOT CAPITAL ADVISORS 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 BITTERROOT CAPITAL ADVISORS LLC reported owning EFA?

BITTERROOT CAPITAL ADVISORS LLC reported EFA across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported EFA position in BITTERROOT CAPITAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for EFA was 1.11% in 2025 Q4.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q4, when BITTERROOT CAPITAL ADVISORS LLC reported 16,882 shares, equal to 1.11% of portfolio, with an estimated market value of $1.6M.

What does the chart on this EFA ownership page compare?

The chart compares BITTERROOT CAPITAL ADVISORS 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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