EFA ISHARES TR

Ownership history in WIT, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which WIT, LLC 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.

Peak position
5.26% (2020 Q4)
Avg. % of fund
2.56%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 491,177 0% 0.95% $47.2M $96.03
2025 Q3 REDUCED 491,177 -292,203 -37.3% 1.04% $45.9M $91.71
2025 Q2 ADDED 783,380 +364,792 +87.1% 1.74% $70.0M $87.80
2025 Q1 ADDED 418,588 +418,157 +97020.2% 1.26% $44.2M $78.91
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFA price (monthly, adj. close)
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