Ownership history in IHT Wealth Management, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which IHT Wealth Management, LLC reported a position in ISHARES MSCI (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π IHT Wealth Management, LLC underperformed the S&P 500 by β0.9% annually on this EFV position. Timing score: 50% (10/20 decisions correct). Average cost basis: $55.39. Maximum drawdown during holding period: β21.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 20 add/trim decisions correct
Best entry: $32.12 (2020 Q3) Β· Worst: $71.41 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 7 trims. Bought during 3 of 4 down-price quarters. π More buys than sells across the holding period.
π IHT Wealth Management, LLC has been actively increasing its EFV allocation β a bullish signal from insiders.
Currently 0.81% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size