Ownership history in SimpliFi, Inc. · 32 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 7,635 | -2,152 | -22.0% | 0.31% | $713K | $91.71 |
| 2025 Q2 | ADDED | 9,787 | +588 | +6.4% | 0.39% | $875K | $87.80 |
| 2025 Q1 | ADDED | 9,199 | +2,358 | +34.5% | 0.35% | $752K | $78.91 |
| 2024 Q4 | ADDED | 6,841 | +11 | +0.2% | 0.24% | $517K | $73.00 |
As of 2025 Q4 — sorted by position size