EFV — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (EFV). 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
5.11% (2023 Q3)
Avg. % of fund
1.76%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 159,611 +12,866 +8.8% 0.68% $11.4M $71.41
2025 Q3 REDUCED 146,745 -170,132 -53.7% 0.58% $10.0M $66.32
2025 Q2 ADDED 316,877 +171,110 +117.4% 0.84% $20.1M $62.07
2025 Q1 ADDED 145,767 +139,394 +2187.3% 0.67% $8.6M $56.40
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFV price (monthly, adj. close)

Other funds also holding EFV

As of 2025 Q4 — sorted by position size

Bruce G. Allen Investments, LLC 15.69% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.4% BRAVE ASSET MANAGEMENT INC 3Y 7Y 12.15% hemming& Wealth Management, Inc. 11.33% Covenant Partners, LLC 3Y 7Y 7.95% Valence8 US LP 3Y 7.61% Shum Financial Group, Inc. 7.58% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 7.44% Auto-Owners Insurance Co 3Y 6.88% EQ LLC 3Y 6.79%
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