Ownership history in EHRLICH FINANCIAL GROUP Β· 9 quarters on record
This page tracks every 13F SEC filing in which EHRLICH FINANCIAL GROUP reported a position in ISHARES TR (CMF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EHRLICH FINANCIAL GROUP underperformed the S&P 500 by β14.1% annually on this CMF position. Timing score: 43% (3/7 decisions correct). Average cost basis: $54.56. Maximum drawdown during holding period: β2.0%.
β Significantly underperformed the S&P 500 by 14.1% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $54.05 (2024 Q2) Β· Worst: $56.21 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.25% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.