EFA ISHARES TR

Ownership history in Fluent Financial, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Fluent Financial, 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
8.24% (2025 Q4)
Avg. % of fund
3.15%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 225,039 +59,019 +35.5% 8.24% $21.6M $96.03
2025 Q3 ADDED 166,020 +6,564 +4.1% 6.07% $15.5M $91.71
2025 Q2 ADDED 159,456 +58,566 +58.0% 5.87% $14.3M $87.80
2025 Q1 REDUCED 100,890 -4,096 -3.9% 3.59% $8.2M $78.91
2024 Q4 ADDED 104,986 +2,629 +2.6% 3.51% $7.9M $73.00
2024 Q3 ADDED 102,357 +3,225 +3.3% 4.12% $8.6M $79.66
2024 Q2 ADDED 99,132 +4,453 +4.7% 3.92% $7.8M $74.61
2024 Q1 ADDED 94,679 +37,417 +65.3% 4.18% $7.6M $74.76
2023 Q4 REDUCED 57,262 -46,882 -45.0% 2.56% $4.3M $70.54
2023 Q3 ADDED 104,144 +79,443 +321.6% 3.86% $7.2M $63.72
23 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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