First Horizon Advisors, Inc. EFA ISHARES MSCI EAFE ETF

Ownership history in First Horizon Advisors, Inc.  ·  47 quarters on record

AI Ownership Summary

First Horizon Advisors, Inc. reported ISHARES MSCI EAFE ETF (EFA) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 1.54% in 2024 Q1. The latest visible filing shows EFA at 1.41% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Horizon Advisors, Inc.'s position in ISHARES MSCI EAFE ETF, 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 Q2

EFA was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

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.

How First Horizon Advisors, Inc. 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 Q2 ADDED 606,610 +4,994 +0.8% 1.41% $54.2M 2025-08-14 (Est.) $90.02
2025 Q1 REDUCED 601,616 -17,415 -2.8% 1.38% $49.2M 2025-04-28 $81.76
2024 Q4 ADDED 619,031 +3,776 +0.6% 1.31% $46.8M 2025-02-03 $75.61
2024 Q3 REDUCED 615,255 -4,444 -0.7% 1.43% $51.5M 2024-11-08 $75.40
2024 Q2 REDUCED 619,699 -2,888 -0.5% 1.48% $48.5M 2024-07-19 $75.75
2024 Q1 ADDED 622,587 +8,600 +1.4% 1.54% $49.7M 2024-04-26 $72.98
2023 Q4 ADDED 613,987 +21,361 +3.6% 1.53% $46.3M 2024-02-06 $70.41
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Horizon Advisors, Inc. and EFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Horizon Advisors, Inc. reported owning EFA?

First Horizon Advisors, Inc. reported EFA across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported EFA position in First Horizon Advisors, Inc.'s portfolio?

The largest reported portfolio weight for EFA was 1.54% in 2024 Q1.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q2, when First Horizon Advisors, Inc. reported 606,610 shares, equal to 1.41% of portfolio, with an estimated market value of $54.2M.

What does the chart on this EFA ownership page compare?

The chart compares First Horizon Advisors, Inc.'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 First Horizon Advisors, Inc. time their EFA position?

Based on 13F filing dates vs. subsequent EFA price moves, First Horizon Advisors, Inc. correctly timed 27 out of 45 reported position changes (60%). The annualised alpha on EFA relative to SPY over the holding period was -6.6%.

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