Hillcrest Wealth Advisors - NY, LLC EFA — ISHARES TR

Ownership history in Hillcrest Wealth Advisors - NY, LLC  ·  30 quarters on record

AI Ownership Summary

Hillcrest Wealth Advisors - NY, LLC reported ISHARES TR (EFA) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q1. The latest visible filing shows EFA at 0.18% 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 Hillcrest Wealth Advisors - NY, LLC'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 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% 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 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.

EFA stock page Hillcrest Wealth Advisors - NY, LLC fund profile Hillcrest Wealth Advisors - NY, LLC full holdings
How Hillcrest Wealth Advisors - NY, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 4,500 — 0% 0.18% $437K 2026-04-28 $100.96
2025 Q4 UNCHANGED — — — 4,500 — 0% 0.19% $432K 2026-01-12 $99.41
2025 Q3 UNCHANGED — — — 4,500 — 0% 0.19% $420K 2025-10-20 $93.59
2025 Q2 UNCHANGED — — — 4,500 — 0% 0.19% $402K 2025-07-22 $87.73
2025 Q1 UNCHANGED — — — 4,500 — 0% 0.18% $368K 2025-04-22 $79.49
2024 Q4 UNCHANGED — — — 4,500 — 0% 0.16% $340K 2025-01-21 $75.63
2024 Q3 UNCHANGED — — — 4,500 — 0% 0.19% $376K 2024-10-17 $77.52
2024 Q2 UNCHANGED — — — 4,500 — 0% 0.19% $352K 2024-07-18 $76.22
2024 Q1 UNCHANGED — — — 4,500 — 0% 0.19% $359K 2024-04-11 $73.50
2023 Q4 UNCHANGED — — — 4,500 — 0% 0.19% $339K 2024-01-12 $70.28
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFA

As of 2026 Q1 — sorted by position size

BONTEMPO OHLY CAPITAL MGMT LLC 3Y 7Y 25.01% Hackensack Meridian Health, Inc. 3Y 21.84% Ryan Investment Management, Inc. 20.41% Brewster Financial Planning LLC 3Y 19.22% Passaic Partners LLC 3Y 17.04% NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3Y 7Y 16.62% Painted Porch Advisors LLC 15.16% Pitti Group Wealth Management, LLC 3Y 13.84% ARRIEN INVESTMENTS, INC. 13.66% Latigo Investments, LLC 3Y 13.48%

FAQ About Hillcrest Wealth Advisors - NY, LLC and EFA

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

How long has Hillcrest Wealth Advisors - NY, LLC reported owning EFA?

Hillcrest Wealth Advisors - NY, LLC reported EFA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EFA position in Hillcrest Wealth Advisors - NY, LLC's portfolio?

The largest reported portfolio weight for EFA was 0.19% in 2024 Q1.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2026 Q1, when Hillcrest Wealth Advisors - NY, LLC reported 4,500 shares, equal to 0.18% of portfolio, with an estimated market value of $437K.

What does the chart on this EFA ownership page compare?

The chart compares Hillcrest Wealth Advisors - NY, LLC'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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