EFA — ISHARES TR

Ownership history in Sharp Wealth Advisory, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in ISHARES TR (EFA). 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.

Peak position
3.39% (2025 Q4)
Avg. % of fund
3.38%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 70,203 +3,708 +5.6% 3.39% $6.7M $96.03
2025 Q3 INITIATED 66,495 — — 3.38% $6.2M $91.71
% of Fund (quarterly)    EFA price (monthly, adj. close)

Other funds also holding EFA

As of 2025 Q4 — sorted by position size

BONTEMPO OHLY CAPITAL MGMT LLC 3Y 7Y 26.68% Hackensack Meridian Health, Inc. 3Y 21.37% Brewster Financial Planning LLC 3Y 19.01% NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3Y 7Y 17.63% Turim 21 Investimentos Ltda. 3Y 7Y 16.39% Annis Gardner Whiting Capital Advisors, LLC 14.35% Pitti Group Wealth Management, LLC 3Y 13.77% Latigo Investments, LLC 3Y 13.16% HT Partners LLC 3Y 7Y 13.0% Storen Legacy Partners, LLC 12.98%
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