M Wealth Management, LLC EFA — ISHARES TR

Ownership history in M Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

M Wealth Management, LLC reported ISHARES TR (EFA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q4. The latest visible filing shows EFA at 0.34% 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 M Wealth Management, 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
2026 Q1

EFA was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 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.

EFA stock page M Wealth Management, LLC fund profile M Wealth Management, LLC full holdings
How M Wealth Management, LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 4,111 — 0% 0.34% $399K 2026-05-15 $101.72
2025 Q4 UNCHANGED — — — 4,111 — 0% 0.34% $395K 2026-01-29 $101.69
2025 Q3 UNCHANGED — — — 4,111 — 0% 0.34% $384K 2025-10-21 $92.91
2025 Q2 UNCHANGED — — — 4,111 — 0% 0.34% $367K 2025-08-11 $88.39
2025 Q1 UNCHANGED — — — 4,111 — 0% 0.31% $336K 2025-05-15 $84.04
2024 Q4 INITIATED — — — 4,111 — — 0.28% $311K 2025-01-23 $76.07

🏢 Other funds also holding EFA

As of 2026 Q1 — sorted by position size

BONTEMPO OHLY CAPITAL MGMT LLC 3Y 7Y 25.01% Hackensack Meridian Health, Inc. 3Y 21.84% Ryan Investment Management, Inc. 20.41% Brewster Financial Planning LLC 3Y 19.22% Passaic Partners LLC 3Y 17.04% NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3Y 7Y 16.62% Painted Porch Advisors LLC 15.16% Pitti Group Wealth Management, LLC 3Y 13.84% ARRIEN INVESTMENTS, INC. 13.66% Latigo Investments, LLC 3Y 13.48%

FAQ About M Wealth Management, 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 M Wealth Management, LLC reported owning EFA?

M Wealth Management, LLC reported EFA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EFA position in M Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EFA was 0.34% in 2025 Q4.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2026 Q1, when M Wealth Management, LLC reported 4,111 shares, equal to 0.34% of portfolio, with an estimated market value of $399K.

What does the chart on this EFA ownership page compare?

The chart compares M Wealth Management, 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.

← Back to M Wealth Management, LLC Holdings