Ownership history in MA Private Wealth · 29 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth reported a position in ISHARES TR (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 398,430 | -3,147 | -0.8% | 4.75% | $28.5M | $71.41 |
| 2025 Q3 | ADDED | 401,577 | +7,663 | +1.9% | 4.58% | $27.2M | $66.32 |
| 2025 Q2 | ADDED | 393,914 | +5,138 | +1.3% | 4.47% | $25.0M | $62.07 |
| 2025 Q1 | REDUCED | 388,776 | -3,516 | -0.9% | 4.31% | $22.9M | $56.40 |
| 2024 Q4 | ADDED | 392,292 | +8,123 | +2.1% | 3.85% | $20.6M | $50.21 |
| 2024 Q3 | REDUCED | 384,169 | -122,429 | -24.2% | 4.13% | $22.1M | $54.12 |
| 2024 Q2 | ADDED | 506,598 | +6,875 | +1.4% | 5.31% | $26.9M | $49.90 |
| 2024 Q1 | ADDED | 499,723 | +47,403 | +10.5% | 5.51% | $27.2M | $49.76 |
| 2023 Q4 | ADDED | 452,320 | +23,132 | +5.4% | 5.02% | $23.6M | $47.66 |
| 2023 Q3 | ADDED | 429,188 | +419,223 | +4207.0% | 4.96% | $21.0M | $43.94 |
As of 2025 Q4 — sorted by position size