BOYUM WEALTH ARCHITECTS LLC EFA — ISHARES TR

Ownership history in BOYUM WEALTH ARCHITECTS LLC  ·  4 quarters on record

AI Ownership Summary

BOYUM WEALTH ARCHITECTS LLC reported ISHARES TR (EFA) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.18% in 2025 Q4. The latest visible filing shows EFA at 0.15% 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 BOYUM WEALTH ARCHITECTS 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

EFA was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% 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 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.

EFA stock page BOYUM WEALTH ARCHITECTS LLC fund profile BOYUM WEALTH ARCHITECTS LLC full holdings
How BOYUM WEALTH ARCHITECTS 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,564 -45 -1.2% 0.15% $371K 2026-10-06 $104.22
2026 Q2 REDUCED 5.1% +1.1% ❌ 3,609 -194 -5.1% 0.15% $373K 2026-07-15 $104.65
2026 Q1 REDUCED — — — 3,803 -64 -1.7% 0.16% $388K 2026-05-04 $99.13
2025 Q4 INITIATED — — — 3,867 — — 0.18% $387K 2026-01-26 $98.90

🏢 Other funds also holding EFA

As of 2026 Q3 — sorted by position size

New York University 49.67% Brewster Financial Planning LLC 3Y 18.56% ANB BANK 15.04% BREAKTHRU ADVISORY SERVICES, LLC 12.74% WoodTrust Financial Corp 3Y 7Y 12.08% Fluent Financial, LLC 3Y 7Y 11.79% Antonelli Financial Advisors, LLC 11.69% LWM ADVISORS INC 10.98% COLTON GROOME FINANCIAL ADVISORS, LLC 3Y 7Y 8.05% Sincerus Advisory, LLC 7.53%

FAQ About BOYUM WEALTH ARCHITECTS 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 BOYUM WEALTH ARCHITECTS LLC reported owning EFA?

BOYUM WEALTH ARCHITECTS LLC reported EFA across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported EFA position in BOYUM WEALTH ARCHITECTS LLC's portfolio?

The largest reported portfolio weight for EFA was 0.18% in 2025 Q4.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2026 Q3, when BOYUM WEALTH ARCHITECTS LLC reported 3,564 shares, equal to 0.15% of portfolio, with an estimated market value of $371K.

What does the chart on this EFA ownership page compare?

The chart compares BOYUM WEALTH ARCHITECTS 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 BOYUM WEALTH ARCHITECTS LLC time their EFA position?

Based on 13F filing dates vs. subsequent EFA price moves, BOYUM WEALTH ARCHITECTS LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EFA relative to SPY over the holding period was -10.0%.

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