EFA β€” ISHARES TR

Ownership history in Lane & Associates LLC  Β·  5 quarters on record

AI Ownership Summary

Lane & Associates LLC reported ISHARES TR (EFA) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 1.85% in 2024 Q2. The latest visible filing shows EFA at 1.83% 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.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lane & Associates 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
2025 Q1

EFA was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 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.

How Lane & Associates LLC held EFA β€” position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 41,476 -292 -0.7% 1.83% $3.4M 2025-05-15 (Est.) $84.04
2024 Q4 ADDED 41,768 +1,480 +3.7% 1.71% $3.3M 2025-02-03 $75.61
2024 Q3 ADDED 40,288 +178 +0.4% 1.83% $3.4M 2024-11-12 $74.02
2024 Q2 ADDED 40,110 +4,944 +14.1% 1.85% $3.1M 2024-08-07 $72.21
2024 Q1 INITIATED 35,166 β€” β€” 1.77% $2.8M 2024-04-12 $72.31

FAQ About Lane & Associates 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 Lane & Associates LLC reported owning EFA?

Lane & Associates LLC reported EFA across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

What was the largest reported EFA position in Lane & Associates LLC's portfolio?

The largest reported portfolio weight for EFA was 1.85% in 2024 Q2.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q1, when Lane & Associates LLC reported 41,476 shares, equal to 1.83% of portfolio, with an estimated market value of $3.4M.

What does the chart on this EFA ownership page compare?

The chart compares Lane & Associates 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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