PHILLIPS FINANCIAL MANAGEMENT, LLC EFA — ISHARES TR MSCI EAFE IDX

Ownership history in PHILLIPS FINANCIAL MANAGEMENT, LLC  ·  82 quarters on record

AI Ownership Summary

PHILLIPS FINANCIAL MANAGEMENT, LLC reported ISHARES TR MSCI EAFE IDX (EFA) in 82 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2023 Q4. The latest visible filing shows EFA at 0.38% 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 PHILLIPS FINANCIAL MANAGEMENT, LLC's position in ISHARES TR 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
2026 Q1

EFA was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2023 Q4

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 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 PHILLIPS FINANCIAL MANAGEMENT, LLC fund profile PHILLIPS FINANCIAL MANAGEMENT, LLC full holdings
How PHILLIPS FINANCIAL 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 53,531 -19,117 -26.3% 0.38% $5.2M 2026-04-16 $103.01
2025 Q4 REDUCED — — — 72,648 -1,116 -1.5% 0.45% $7.0M 2026-01-26 $100.47
2025 Q3 ADDED — — — 73,764 +13,408 +22.2% 0.45% $6.9M 2025-10-24 $93.35
2025 Q2 REDUCED — — — 60,356 -1,929 -3.1% 0.39% $5.4M 2025-07-30 $86.90
2025 Q1 REDUCED — — — 62,285 -1,269 -2.0% 0.39% $5.1M 2025-04-30 $81.82
2024 Q4 REDUCED 12.7% +8.1% ❌ 63,554 -9,254 -12.7% 0.38% $4.8M 2025-02-10 $77.38
2024 Q3 REDUCED 7.1% -8.4% ✅ 72,808 -5,537 -7.1% 0.47% $6.1M 2024-11-07 $76.46
2024 Q2 REDUCED — — — 78,345 -736 -0.9% 0.51% $6.1M 2024-08-08 $73.42
2024 Q1 REDUCED 7.0% -0.0% ❌ 79,081 -5,928 -7.0% 0.52% $6.3M 2024-04-23 $72.88
2023 Q4 REDUCED — — — 85,009 -3,824 -4.3% 0.56% $6.4M 2024-01-25 $69.95
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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 PHILLIPS FINANCIAL 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 PHILLIPS FINANCIAL MANAGEMENT, LLC reported owning EFA?

PHILLIPS FINANCIAL MANAGEMENT, LLC reported EFA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EFA position in PHILLIPS FINANCIAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for EFA was 0.56% in 2023 Q4.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2026 Q1, when PHILLIPS FINANCIAL MANAGEMENT, LLC reported 53,531 shares, equal to 0.38% of portfolio, with an estimated market value of $5.2M.

What does the chart on this EFA ownership page compare?

The chart compares PHILLIPS FINANCIAL 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.

How well did PHILLIPS FINANCIAL MANAGEMENT, LLC time their EFA position?

Based on 13F filing dates vs. subsequent EFA price moves, PHILLIPS FINANCIAL MANAGEMENT, LLC correctly timed 36 out of 81 reported position changes (44%). The annualised alpha on EFA relative to SPY over the holding period was -2.7%.

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