SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. EFAV — ISHARES TR

Ownership history in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.  ·  5 quarters on record

AI Ownership Summary

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported ISHARES TR (EFAV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.64% in 2026 Q1. The latest visible filing shows EFAV at 0.64% 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.

What this EFAV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s position in ISHARES TR, 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
2026 Q1

EFAV was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

EFAV stock page SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. fund profile SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. full holdings
How SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. held EFAV — position size vs. price
% of Fund (quarterly)    EFAV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,795 -10 -0.1% 0.64% $895K 2026-05-05 $91.18
2025 Q4 ADDED — — — 9,805 +80 +0.8% 0.58% $868K 2026-02-17 $93.63
2025 Q3 ADDED — — — 9,725 +60 +0.6% 0.58% $831K 2025-10-30 $83.41
2025 Q2 UNCHANGED — — — 9,665 — 0% 0.54% $814K 2025-08-12 $83.37
2025 Q1 INITIATED — — — 9,665 — — 0.64% $753K 2025-05-02 $80.24

🏢 Other funds also holding EFAV

As of 2026 Q1 — sorted by position size

ALPHA CAPITAL ADVISORS INC /ADV 7.38% Wharton Business Group, LLC 3Y 7Y 5.92% Lester Murray Antman dba SimplyRich 3Y 7Y 4.35% Armbruster Capital Management, Inc. 3Y 7Y 3.32% Compass Financial Group, Inc. (Ohio) 2.87% Portfolio Design Labs, LLC 2.83% SECURIAN ASSET MANAGEMENT, INC 3Y 7Y 2.54% Corsicana & Co. 3Y 1.87% Portland Financial Advisors Inc 1.52% Wealth Advisors of Iowa, LLC 3Y 1.51%

FAQ About SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. and EFAV

These are the practical questions this page is built to answer before you even open the full history table.

How long has SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported owning EFAV?

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported EFAV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EFAV position in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for EFAV was 0.64% in 2026 Q1.

What is the latest reported EFAV position on this page?

The most recent filing on this page is 2026 Q1, when SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported 9,795 shares, equal to 0.64% of portfolio, with an estimated market value of $895K.

What does the chart on this EFAV ownership page compare?

The chart compares SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s quarterly EFAV 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.

How well did SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. time their EFAV position?

Based on 13F filing dates vs. subsequent EFAV price moves, SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EFAV relative to SPY over the holding period was -11.9%.

← Back to SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. Holdings