EFA ISHARES TR

Ownership history in Cornerstone Management, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Management, Inc. 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
4.59% (2024 Q2)
Avg. % of fund
3.87%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 246,834 +3,205 +1.3% 3.87% $23.7M $96.03
2025 Q3 ADDED 243,629 +18,966 +8.4% 3.76% $22.7M $91.71
2025 Q2 REDUCED 224,663 -4,912 -2.1% 3.49% $20.1M $87.80
2025 Q1 REDUCED 229,575 -6,539 -2.8% 3.51% $18.8M $78.91
2024 Q4 REDUCED 236,114 -3,308 -1.4% 3.45% $17.9M $73.00
2024 Q3 REDUCED 239,422 -27,356 -10.3% 4.18% $20.0M $79.66
2024 Q2 ADDED 266,778 +30,148 +12.7% 4.59% $20.9M $74.61
2024 Q1 ADDED 236,630 +10,631 +4.7% 4.19% $18.9M $74.76
2023 Q4 ADDED 225,999 +1,557 +0.7% 4.34% $17.0M $70.54
2023 Q3 ADDED 224,442 +11,966 +5.6% 4.13% $15.5M $63.72
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFA price (monthly, adj. close)
← Back to Cornerstone Management, Inc. Holdings