EFA β€” ISHARES TR

Ownership history in Hiley Hunt Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Hiley Hunt Wealth Management reported ISHARES TR (EFA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.77% in 2024 Q3. The latest visible filing shows EFA at 0.93% 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.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hiley Hunt Wealth Management's position in ISHARES TR, 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
2026 Q1

EFA was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Hiley Hunt Wealth Management held EFA β€” position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,687 -357 -1.6% 0.93% $2.1M 2026-04-06 $98.49
2025 Q4 REDUCED 22,044 -716 -3.1% 0.95% $2.1M 2026-01-06 $98.30
2025 Q3 REDUCED 22,760 -1,973 -8.0% 1.00% $2.1M 2025-10-02 $92.61
2025 Q2 REDUCED 24,733 -127 -0.5% 1.11% $2.2M 2025-07-09 $88.27
2025 Q1 REDUCED 24,860 -6,247 -20.1% 1.11% $2.0M 2025-04-03 $77.55
2024 Q4 REDUCED 31,107 -741 -2.3% 1.30% $2.4M 2025-01-06 $73.76
2024 Q3 INITIATED 31,848 β€” β€” 1.77% $2.4M 2024-12-17 $74.78

FAQ About Hiley Hunt Wealth Management and EFA

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

How long has Hiley Hunt Wealth Management reported owning EFA?

Hiley Hunt Wealth Management reported EFA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EFA position in Hiley Hunt Wealth Management's portfolio?

The largest reported portfolio weight for EFA was 1.77% in 2024 Q3.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2026 Q1, when Hiley Hunt Wealth Management reported 21,687 shares, equal to 0.93% of portfolio, with an estimated market value of $2.1M.

What does the chart on this EFA ownership page compare?

The chart compares Hiley Hunt Wealth Management'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.

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