HSBC HOLDINGS PLC EFA — ISHARES TR

Ownership history in HSBC HOLDINGS PLC  ·  186 quarters on record

AI Ownership Summary

HSBC HOLDINGS PLC reported ISHARES TR (EFA) in 186 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.12% in 2024 Q1. The latest visible filing shows EFA at 0.02% 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 HSBC HOLDINGS PLC'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
2025 Q4

EFA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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 2025 Q4

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 HSBC HOLDINGS PLC fund profile HSBC HOLDINGS PLC full holdings
How HSBC HOLDINGS PLC 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 25 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 363,989 +344,989 +1815.7% 0.02% $34.9M 2026-02-14 (Est.) $104.24
2025 Q3 REDUCED 96.6% +5.0% ❌ 19,000 -537,000 -96.6% 0.00% $1.8M 2025-11-13 $93.83
2025 Q3 REDUCED 53.4% +5.0% ❌ 556,000 -638,296 -53.4% 0.03% $51.9M 2025-11-13 $93.83
2025 Q3 REDUCED 11.8% +5.0% ❌ 1,194,296 -159,270 -11.8% 0.06% $111.4M 2025-11-13 $93.83
2025 Q2 ADDED — — — 1,353,566 +1,334,566 +7024.0% 0.07% $120.7M 2025-08-13 $90.01
2025 Q2 REDUCED 96.6% +4.0% ❌ 19,000 -537,000 -96.6% 0.00% $1.7M 2025-08-13 $90.01
2025 Q2 ADDED — — — 556,000 +537,000 +2826.3% 0.03% $49.7M 2025-08-13 $90.01
2025 Q1 REDUCED 98.4% +11.3% ❌ 19,000 -1,168,623 -98.4% 0.00% $1.5M 2025-05-14 $83.13
2025 Q1 ADDED — — — 1,187,623 +318,123 +36.6% 0.06% $96.2M 2025-05-14 $83.13
2025 Q1 ADDED — — — 869,500 +687,000 +376.4% 0.04% $70.7M 2025-05-14 $83.13
2024 Q4 REDUCED 88.5% +8.1% ❌ 182,500 -1,399,500 -88.5% 0.01% $13.8M 2025-02-14 $79.10
2024 Q4 ADDED — — — 1,582,000 +794,004 +100.8% 0.07% $119.7M 2025-02-14 $79.10
2024 Q4 ADDED — — — 787,996 +605,496 +331.8% 0.03% $59.8M 2025-02-14 $79.10
2024 Q3 REDUCED 50.1% -8.4% ✅ 182,500 -182,990 -50.1% 0.01% $15.3M 2024-11-14 $73.73
2024 Q3 REDUCED 73.6% -8.4% ✅ 365,490 -1,016,510 -73.6% 0.02% $30.6M 2024-11-14 $73.73
2024 Q3 ADDED — — — 1,382,000 +1,199,500 +657.3% 0.07% $115.7M 2024-11-14 $73.73
2024 Q2 REDUCED 86.8% +6.8% ❌ 182,500 -1,199,500 -86.8% 0.01% $14.3M 2024-08-12 $73.64
2024 Q2 REDUCED 17.6% +6.8% ❌ 1,382,000 -294,907 -17.6% 0.07% $108.2M 2024-08-12 $73.64
2024 Q2 ADDED — — — 1,676,907 +1,494,407 +818.9% 0.08% $131.1M 2024-08-12 $73.64
2024 Q1 REDUCED 88.5% -0.0% ✅ 182,500 -1,411,000 -88.5% 0.01% $14.6M 2024-05-15 $76.58
2024 Q1 REDUCED 29.3% -0.0% ✅ 1,593,500 -659,697 -29.3% 0.09% $127.3M 2024-05-15 $76.58
2024 Q1 ADDED — — — 2,253,197 +1,725,697 +327.1% 0.12% $179.8M 2024-05-15 $76.58
2023 Q4 REDUCED 64.1% +5.5% ❌ 527,500 -940,413 -64.1% 0.03% $39.7M 2024-02-12 $70.61
2023 Q4 REDUCED 9.3% +5.5% ❌ 1,467,913 -150,587 -9.3% 0.10% $110.8M 2024-02-12 $70.61
2023 Q4 ADDED — — — 1,618,500 +1,091,000 +206.8% 0.11% $121.9M 2024-02-12 $70.61
161 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

HT Partners LLC 3Y 7Y 13.25% LWM ADVISORS INC 11.85% Fluent Financial, LLC 3Y 7Y 8.76% COREPATH WEALTH PARTNERS LLC 3Y 8.11% IFG Advisors, LLC 3Y 7.78% Sincerus Advisory, LLC 7.49% Cooke Wealth Management, LLC 6.48% URS Advisory LLC 6.37% Prosperity Planning, Inc. 3Y 6.14% AAFMAA Wealth Management & Trust LLC 3Y 6.14%

FAQ About HSBC HOLDINGS PLC and EFA

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

How long has HSBC HOLDINGS PLC reported owning EFA?

HSBC HOLDINGS PLC reported EFA across 25 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EFA position in HSBC HOLDINGS PLC's portfolio?

The largest reported portfolio weight for EFA was 0.12% in 2024 Q1.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q4, when HSBC HOLDINGS PLC reported 363,989 shares, equal to 0.02% of portfolio, with an estimated market value of $34.9M.

What does the chart on this EFA ownership page compare?

The chart compares HSBC HOLDINGS PLC'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.

How well did HSBC HOLDINGS PLC time their EFA position?

Based on 13F filing dates vs. subsequent EFA price moves, HSBC HOLDINGS PLC correctly timed 85 out of 176 reported position changes (48%). The annualised alpha on EFA relative to SPY over the holding period was -1.0%.

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