EFA — ISHARES TR

Ownership history in WorthPointe, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, 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
0.19% (2023 Q1)
Avg. % of fund
0.13%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,226 -622 -21.8% 0.08% $208K $91.71
2025 Q1 ADDED 2,848 +294 +11.5% 0.10% $233K $78.91
2024 Q3 REDUCED 2,554 -424 -14.2% 0.09% $214K $79.66
2024 Q2 REDUCED 2,978 -290 -8.9% 0.11% $233K $74.61
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFA price (monthly, adj. close)

Other funds also holding EFA

As of 2025 Q4 — sorted by position size

BONTEMPO OHLY CAPITAL MGMT LLC 3Y 7Y 26.68% Hackensack Meridian Health, Inc. 3Y 21.37% Brewster Financial Planning LLC 3Y 19.01% NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3Y 7Y 17.63% Turim 21 Investimentos Ltda. 3Y 7Y 16.39% Annis Gardner Whiting Capital Advisors, LLC 14.35% Pitti Group Wealth Management, LLC 3Y 13.77% Latigo Investments, LLC 3Y 13.16% HT Partners LLC 3Y 7Y 13.0% Storen Legacy Partners, LLC 12.98%
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