EFV ISHARES TR

Ownership history in EQ LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which EQ LLC reported a position in ISHARES TR (EFV). 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
7.08% (2021 Q3)
Avg. % of fund
4.96%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 329,964 +122,892 +59.3% 6.79% $23.6M $71.41
2025 Q3 ADDED 207,072 +1,947 +0.9% 4.77% $14.0M $66.32
2025 Q2 ADDED 205,125 +79,444 +63.2% 5.06% $13.0M $62.07
2025 Q1 REDUCED 125,681 -3,618 -2.8% 3.46% $7.4M $56.40
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFV price (monthly, adj. close)
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