EFA ISHARES MSCI EAFE ETF

Ownership history in Salomon & Ludwin, LLC  ·  29 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported ISHARES MSCI EAFE ETF (EFA) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.81% in 2023 Q4. The latest visible filing shows EFA at 1.91% 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 Salomon & Ludwin, LLC's position in ISHARES MSCI EAFE ETF, 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 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% 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 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 Salomon & Ludwin, LLC 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 227,166 -3,456 -1.5% 1.91% $21.6M 2026-02-14 (Est.) $104.24
2025 Q3 REDUCED 230,622 -12,234 -5.0% 1.97% $21.9M 2025-10-21 $92.91
2025 Q2 REDUCED 242,856 -2,967 -1.2% 2.15% $21.7M 2025-07-29 $87.52
2025 Q1 REDUCED 245,823 -9,373 -3.7% 2.14% $20.1M 2025-04-28 $81.76
2024 Q4 REDUCED 255,196 -7,001 -2.7% 2.04% $19.3M 2025-01-30 $77.23
2024 Q3 REDUCED 262,197 -24,037 -8.4% 2.24% $21.9M 2024-10-24 $76.34
2024 Q2 REDUCED 286,234 -118,045 -29.2% 2.50% $22.4M 2024-07-25 $74.69
2024 Q1 ADDED 404,279 +14,008 +3.6% 2.79% $32.4M 2024-05-02 $73.15
2023 Q4 UNCHANGED 390,271 0% 2.81% $26.9M 2024-02-07 $70.37
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, 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 Salomon & Ludwin, LLC reported owning EFA?

Salomon & Ludwin, LLC reported EFA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EFA position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for EFA was 2.81% in 2023 Q4.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 227,166 shares, equal to 1.91% of portfolio, with an estimated market value of $21.6M.

What does the chart on this EFA ownership page compare?

The chart compares Salomon & Ludwin, 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 Salomon & Ludwin, LLC Holdings