Mission Hills Financial Advisory, LLC EFV — ISHARES TR

Ownership history in Mission Hills Financial Advisory, LLC  ·  5 quarters on record

AI Ownership Summary

Mission Hills Financial Advisory, LLC reported ISHARES TR (EFV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.15% in 2025 Q1. The latest visible filing shows EFV at 0.14% 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 EFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mission Hills Financial Advisory, 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

EFV was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

EFV stock page Mission Hills Financial Advisory, LLC fund profile Mission Hills Financial Advisory, LLC full holdings
How Mission Hills Financial Advisory, LLC held EFV — position size vs. price
% of Fund (quarterly)    EFV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,612 — 0% 0.14% $269K 2026-05-04 $74.24
2025 Q4 UNCHANGED — — — 3,612 — 0% 0.14% $258K 2026-02-02 $73.98
2025 Q3 UNCHANGED — — — 3,612 — 0% 0.13% $245K 2025-11-04 $64.76
2025 Q2 UNCHANGED — — — 3,612 — 0% 0.14% $229K 2025-07-28 $61.15
2025 Q1 INITIATED — — — 3,612 — — 0.15% $213K 2025-04-23 $55.63

🏢 Other funds also holding EFV

As of 2026 Q2 — sorted by position size

INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 14.69% BRAVE ASSET MANAGEMENT INC 3Y 7Y 13.43% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 8.2% Covenant Partners, LLC 3Y 7Y 7.95% Auto-Owners Insurance Co 3Y 6.85% Affinity Capital Advisors, LLC 3Y 4.29% COREPATH WEALTH PARTNERS LLC 3Y 3.74% Octavia Wealth Advisors, LLC 3Y 3.5% CLIENT 1ST ADVISORY GROUP, LLC 3Y 3.14% Polaris Investment Advisors, LLC 3.02%

FAQ About Mission Hills Financial Advisory, LLC and EFV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mission Hills Financial Advisory, LLC reported owning EFV?

Mission Hills Financial Advisory, LLC reported EFV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EFV position in Mission Hills Financial Advisory, LLC's portfolio?

The largest reported portfolio weight for EFV was 0.15% in 2025 Q1.

What is the latest reported EFV position on this page?

The most recent filing on this page is 2026 Q1, when Mission Hills Financial Advisory, LLC reported 3,612 shares, equal to 0.14% of portfolio, with an estimated market value of $269K.

What does the chart on this EFV ownership page compare?

The chart compares Mission Hills Financial Advisory, LLC's quarterly EFV 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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