EFA ISHARES TR INDEX MSCI EAFE IDX

Ownership history in MOLLER WEALTH PARTNERS  ·  65 quarters on record

AI Ownership Summary

MOLLER WEALTH PARTNERS reported ISHARES TR INDEX MSCI EAFE IDX (EFA) in 65 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.41% in 2024 Q1. The latest visible filing shows EFA at 1.16% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOLLER WEALTH PARTNERS's position in ISHARES TR INDEX MSCI EAFE IDX, 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 Q4

EFA was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 MOLLER WEALTH PARTNERS held EFA — position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 57,816 -1,582 -2.7% 1.16% $5.6M 2026-02-14 (Est.) $104.24
2025 Q3 REDUCED 59,398 -5,265 -8.1% 1.16% $5.5M 2025-10-06 $93.60
2025 Q2 ADDED 64,663 +2,076 +3.3% 1.28% $5.8M 2025-07-10 $88.21
2025 Q1 REDUCED 62,587 -450 -0.7% 1.26% $5.1M 2025-04-09 $75.88
2024 Q4 UNCHANGED 63,037 0% 1.25% $4.8M 2025-01-07 $73.70
2024 Q3 UNCHANGED 63,037 0% 1.32% $5.3M 2024-10-09 $78.09
2024 Q2 REDUCED 63,037 -1,968 -3.0% 1.32% $4.9M 2024-07-01 $74.74
2024 Q1 REDUCED 65,005 -21 -0.0% 1.41% $5.2M 2024-04-11 $73.50
2023 Q4 UNCHANGED 65,026 0% 1.38% $4.9M 2024-01-10 $70.00
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MOLLER WEALTH PARTNERS and EFA

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

How long has MOLLER WEALTH PARTNERS reported owning EFA?

MOLLER WEALTH PARTNERS reported EFA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EFA position in MOLLER WEALTH PARTNERS's portfolio?

The largest reported portfolio weight for EFA was 1.41% in 2024 Q1.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q4, when MOLLER WEALTH PARTNERS reported 57,816 shares, equal to 1.16% of portfolio, with an estimated market value of $5.6M.

What does the chart on this EFA ownership page compare?

The chart compares MOLLER WEALTH PARTNERS'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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