EFG — ISHARES TR

Ownership history in HM PAYSON & CO  ·  7 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ISHARES TR (EFG). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8 -92 -92.0% 0.00% $912 $112.10
2024 Q4 ADDED 100 +66 +194.1% 0.00% $10K $94.39
2024 Q1 REDUCED 34 -406 -92.3% 0.00% $4K $99.63
2023 Q3 ADDED 440 +40 +10.0% 0.00% $38K $82.27
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFG price (monthly, adj. close)

Other funds also holding EFG

As of 2025 Q4 — sorted by position size

Covenant Partners, LLC 3Y 7Y 6.85% Financial Synergies Wealth Advisors, Inc. 5.34% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 5.04% Quent Capital, LLC 3Y 4.49% Shakespeare Wealth Management, LLC 3Y 7Y 4.43% Wakefield Asset Management LLLP 3Y 7Y 4.24% Meridian Wealth Partners, LLC 3Y 4.21% Kingdom Financial Group LLC. 4.21% HOWARD BAILEY SECURITIES, LLC 3.69% REGIMEN WEALTH, LLC 3Y 3.6%
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