EFA ISHARES TR

Ownership history in EWG Elevate Inc.  ·  24 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. 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
2.72% (2023 Q2)
Avg. % of fund
1.28%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 76,658 +2,532 +3.4% 2.24% $7.2M $91.71
2025 Q2 ADDED 74,126 +41,266 +125.6% 2.04% $6.6M $87.80
2025 Q1 REDUCED 32,860 -18,913 -36.5% 1.00% $2.7M $78.91
2024 Q4 ADDED 51,773 +247 +0.5% 1.19% $3.9M $73.00
2024 Q3 ADDED 51,526 +1,478 +3.0% 1.73% $4.3M $79.66
2024 Q2 ADDED 50,048 +801 +1.6% 1.43% $3.9M $74.61
2024 Q1 ADDED 49,247 +661 +1.4% 1.50% $3.9M $74.76
2023 Q4 REDUCED 48,586 -8,844 -15.4% 1.52% $3.7M $70.54
2023 Q3 REDUCED 57,430 -33,118 -36.6% 1.79% $4.0M $63.72
2023 Q2 ADDED 90,548 +2,697 +3.1% 2.72% $6.6M $67.03
14 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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