Destination Wealth Management EFA — Barclays Global Inv ETF

Ownership history in Destination Wealth Management  ·  94 quarters on record

AI Ownership Summary

Destination Wealth Management reported Barclays Global Inv ETF (EFA) in 94 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.15% in 2024 Q1. The latest visible filing shows EFA at 0.00% 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 EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destination Wealth Management's position in Barclays Global Inv ETF, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2024 Q1

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

Time in book
Holding Window
2023 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.

EFA stock page Destination Wealth Management fund profile Destination Wealth Management full holdings
How Destination Wealth Management 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 15 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99.8% +1.1% ❌ 1,000 -416,785 -99.8% 0.00% $14K 2026-02-14 (Est.) $104.24
2025 Q4 ADDED — — — 417,785 +416,785 +41678.5% 1.05% $40.1M 2026-02-14 (Est.) $104.24
2025 Q3 REDUCED 99.8% +5.0% ❌ 1,000 -415,034 -99.8% 0.00% $12K 2025-11-14 $93.56
2025 Q3 ADDED — — — 416,034 +415,034 +41503.4% 1.07% $38.8M 2025-11-14 $93.56
2025 Q2 REDUCED 99.8% +4.0% ❌ 1,000 -417,767 -99.8% 0.00% $10K 2025-08-14 $90.02
2025 Q2 REDUCED — — — 418,767 -13,582 -3.1% 1.10% $37.4M 2025-08-14 $90.02
2025 Q1 REDUCED — — — 432,349 -4,427 -1.0% 1.11% $35.3M 2025-05-15 $84.04
2024 Q4 ADDED — — — 436,776 +5,421 +1.3% 1.03% $33.0M 2025-02-07 $76.86
2024 Q3 ADDED — — — 431,355 +2,775 +0.6% 1.12% $36.1M 2024-11-25 $74.26
2024 Q2 ADDED — — — 428,580 +428,480 +428480.0% 1.11% $33.6M 2024-07-25 $74.69
2024 Q2 UNCHANGED — — — 100 — 0% 0.00% $1K 2024-07-25 $74.69
2024 Q1 REDUCED 100.0% -0.0% ✅ 100 -434,049 -100.0% 0.00% $1K 2024-05-14 $75.77
2024 Q1 ADDED — — — 434,149 +434,049 +434049.0% 1.15% $34.7M 2024-05-14 $75.77
2023 Q4 REDUCED 100.0% +5.5% ❌ 100 -425,777 -100.0% 0.00% $1K 2024-02-14 $70.31
2023 Q4 ADDED — — — 425,877 +425,777 +425777.0% 1.11% $32.1M 2024-02-14 $70.31
79 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFA

As of 2026 Q1 — sorted by position size

Ryan Investment Management, Inc. 20.41% Brewster Financial Planning LLC 3Y 19.22% ARRIEN INVESTMENTS, INC. 13.66% HT Partners LLC 3Y 7Y 13.25% LWM ADVISORS INC 11.85% CAPE ANN SAVINGS BANK 3Y 7Y 10.99% Torrey-Payne Wealth Management, LLC 10.84% Antonelli Financial Advisors, LLC 10.15% Fluent Financial, LLC 3Y 7Y 8.76% COREPATH WEALTH PARTNERS LLC 3Y 8.11%

FAQ About Destination Wealth Management and EFA

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

How long has Destination Wealth Management reported owning EFA?

Destination Wealth Management reported EFA across 15 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EFA position in Destination Wealth Management's portfolio?

The largest reported portfolio weight for EFA was 1.15% in 2024 Q1.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q4, when Destination Wealth Management reported 1,000 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this EFA ownership page compare?

The chart compares Destination Wealth Management'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 Destination Wealth Management time their EFA position?

Based on 13F filing dates vs. subsequent EFA price moves, Destination Wealth Management correctly timed 44 out of 91 reported position changes (48%). The annualised alpha on EFA relative to SPY over the holding period was -3.3%.

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