EFA — ISHARES TR

Ownership history in Clear Creek Financial Management, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Clear Creek Financial Management, LLC reported a position in ISHARES TR (EFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.73% (2025 Q2)
Avg. % of fund
0.7%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 316,469 +49,850 +18.7% 2.48% $30.4M $96.03
2025 Q3 REDUCED 266,619 -54,324 -16.9% 2.16% $24.9M $91.71
2025 Q2 ADDED 320,943 +155,080 +93.5% 2.73% $28.7M $87.80
2025 Q1 ADDED 165,863 +151,957 +1092.7% 1.41% $13.6M $78.91
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFA price (monthly, adj. close)

Other funds also holding EFA

As of 2025 Q4 — sorted by position size

BONTEMPO OHLY CAPITAL MGMT LLC 3Y 7Y 26.68% Hackensack Meridian Health, Inc. 3Y 21.37% Brewster Financial Planning LLC 3Y 19.01% NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3Y 7Y 17.63% Turim 21 Investimentos Ltda. 3Y 7Y 16.39% Annis Gardner Whiting Capital Advisors, LLC 14.35% Pitti Group Wealth Management, LLC 3Y 13.77% Latigo Investments, LLC 3Y 13.16% HT Partners LLC 3Y 7Y 13.0% Storen Legacy Partners, LLC 12.98%
← Back to Clear Creek Financial Management, LLC Holdings