Ownership history in Signify Wealth · 3 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 52,621 | +5,773 | +12.3% | 4.49% | $4.0M | $73.00 |
| 2024 Q3 | ADDED | 46,848 | +7,391 | +18.7% | 4.80% | $3.9M | $79.66 |
| 2024 Q2 | INITIATED | 39,457 | — | — | 4.45% | $3.1M | — |
As of 2025 Q4 — sorted by position size