Edge Financial Advisors LLC EFA — ISHARES TR

Ownership history in Edge Financial Advisors LLC  ·  7 quarters on record

AI Ownership Summary

Edge Financial Advisors LLC reported ISHARES TR (EFA) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.81% in 2025 Q4. The latest visible filing shows EFA at 1.81% 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 Edge Financial 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 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% 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
2024 Q1 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 Edge Financial Advisors LLC fund profile Edge Financial Advisors LLC full holdings
How Edge Financial Advisors 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 22,262 +5 +0.0% 1.81% $1.7M 2026-01-28 $101.01
2025 Q3 REDUCED — — — 22,257 -165 -0.7% 0.93% $2.1M 2025-10-31 $92.81
2025 Q2 REDUCED — — — 22,422 -154 -0.7% 1.06% $2.0M 2025-07-24 $89.24
2025 Q1 REDUCED — — — 22,576 -6 -0.0% 1.16% $1.8M 2025-04-18 $78.30
2024 Q4 ADDED — — — 22,582 +313 +1.4% 1.53% $1.7M 2025-01-17 $74.13
2024 Q3 REDUCED 7.2% -8.4% ✅ 22,269 -1,717 -7.2% 1.65% $1.9M 2024-10-25 $76.09
2024 Q1 INITIATED — — — 23,986 — — 1.69% $1.9M 2024-04-22 $72.09

🏢 Other funds also holding EFA

As of 2026 Q1 — sorted by position size

Ryan Investment Management, Inc. 20.41% 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% Antonelli Financial Advisors, LLC 10.15% Fluent Financial, LLC 3Y 7Y 8.76% COREPATH WEALTH PARTNERS LLC 3Y 8.11% IFG Advisors, LLC 3Y 7.78% Sincerus Advisory, LLC 7.49%

FAQ About Edge Financial 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 Edge Financial Advisors LLC reported owning EFA?

Edge Financial Advisors LLC reported EFA across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported EFA position in Edge Financial Advisors LLC's portfolio?

The largest reported portfolio weight for EFA was 1.81% in 2025 Q4.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q4, when Edge Financial Advisors LLC reported 22,262 shares, equal to 1.81% of portfolio, with an estimated market value of $1.7M.

What does the chart on this EFA ownership page compare?

The chart compares Edge Financial 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.

How well did Edge Financial Advisors LLC time their EFA position?

Based on 13F filing dates vs. subsequent EFA price moves, Edge Financial Advisors LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on EFA relative to SPY over the holding period was -0.8%.

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