EFV — ISHARES TR

Ownership history in HM PAYSON & CO  ·  4 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ISHARES TR (EFV). 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 20 -110 -84.6% 0.00% $1K $66.32
2024 Q1 REDUCED 130 -1 -0.8% 0.00% $7K $49.76
2023 Q4 UNCHANGED 131 — 0% 0.00% $7K $47.66
2023 Q3 INITIATED 131 — — 0.00% $6K —
% of Fund (quarterly)    EFV price (monthly, adj. close)

Other funds also holding EFV

As of 2025 Q4 — sorted by position size

Bruce G. Allen Investments, LLC 15.69% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.4% BRAVE ASSET MANAGEMENT INC 3Y 7Y 12.15% hemming& Wealth Management, Inc. 11.33% Covenant Partners, LLC 3Y 7Y 7.95% Valence8 US LP 3Y 7.61% Shum Financial Group, Inc. 7.58% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 7.44% Auto-Owners Insurance Co 3Y 6.88% EQ LLC 3Y 6.79%
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