EFA β€” ISHARES TR

Ownership history in Ted Buchan & Co  Β·  4 quarters on record

AI Ownership Summary

Ted Buchan & Co reported ISHARES TR (EFA) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 6.11% in 2025 Q4. The latest visible filing shows EFA at 6.11% 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 EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ted Buchan & Co'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
2025 Q4

EFA was reported at 6.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.11% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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.

How Ted Buchan & Co held EFA β€” position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 173,417 +15,091 +9.5% 6.11% $16.7M 2026-02-14 (Est.) $104.24
2025 Q3 ADDED 158,326 +98,569 +164.9% 5.79% $14.8M 2025-11-12 $94.84
2025 Q2 ADDED 59,757 +54,550 +1047.6% 2.12% $5.3M 2025-08-13 $90.01
2024 Q2 INITIATED 5,207 β€” β€” 0.31% $372K 2024-09-06 $76.01

FAQ About Ted Buchan & Co and EFA

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

How long has Ted Buchan & Co reported owning EFA?

Ted Buchan & Co reported EFA across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported EFA position in Ted Buchan & Co's portfolio?

The largest reported portfolio weight for EFA was 6.11% in 2025 Q4.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2025 Q4, when Ted Buchan & Co reported 173,417 shares, equal to 6.11% of portfolio, with an estimated market value of $16.7M.

What does the chart on this EFA ownership page compare?

The chart compares Ted Buchan & Co's quarterly EFA 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.

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