EFA ISHARES TR

Ownership history in EQ LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which EQ LLC 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
9.8% (2022 Q4)
Avg. % of fund
5.81%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 139,465 +47,079 +51.0% 3.86% $13.4M $96.03
2025 Q3 REDUCED 92,386 -45,210 -32.9% 2.93% $8.6M $91.71
2025 Q2 ADDED 137,596 +6,333 +4.8% 4.77% $12.3M $87.80
2025 Q1 REDUCED 131,263 -49,172 -27.3% 5.01% $10.7M $78.91
2024 Q3 ADDED 180,435 +8,709 +5.1% 7.55% $15.1M $79.66
2024 Q2 ADDED 171,726 +47,099 +37.8% 8.06% $13.5M $74.61
2024 Q1 ADDED 124,627 +20,646 +19.9% 6.13% $10.0M $74.76
2023 Q4 REDUCED 103,981 -754 -0.7% 5.80% $7.8M $70.54
2023 Q2 REDUCED 104,735 -74,301 -41.5% 6.25% $7.6M $67.03
2023 Q1 REDUCED 179,036 -7,495 -4.0% 9.72% $12.8M $64.93
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFA price (monthly, adj. close)
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