Ownership history in LTG Capital LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which LTG Capital LLC reported a position in ISHARES TR (IEFA). 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 LTG Capital LLC underperformed the S&P 500 by β5.6% annually on this IEFA position. Timing score: 57% (8/14 decisions correct). Average cost basis: $67.11. Maximum drawdown during holding period: β10.5%.
β Significantly underperformed the S&P 500 by 5.6% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $52.81 (2022 Q2) Β· Worst: $89.46 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 2 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π LTG Capital LLC has been actively increasing its IEFA allocation β a bullish signal from insiders.
Currently 4.95% 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