EFAV β€” ISHARES TR

Ownership history in Yeomans Consulting Group, Inc.  Β·  9 quarters on record

AI Ownership Summary

Yeomans Consulting Group, Inc. reported ISHARES TR (EFAV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.23% in 2024 Q3. The latest visible filing shows EFAV at 2.09% 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 Yeomans Consulting Group, 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
2025 Q4

EFAV was reported at 2.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.23% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 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 Yeomans Consulting Group, Inc. held EFAV β€” position size vs. price
% of Fund (quarterly)    EFAV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 82,525 +1,373 +1.7% 2.09% $7.1M 2026-02-14 (Est.) $93.82
2025 Q3 REDUCED 81,152 -321 -0.4% 2.39% $6.9M 2025-10-16 $83.59
2025 Q2 ADDED 81,473 +1,370 +1.7% 2.84% $6.9M 2025-07-21 $82.18
2025 Q1 ADDED 80,103 +3,517 +4.6% 2.41% $6.2M 2025-05-05 $80.59
2024 Q4 REDUCED 76,586 -35,931 -31.9% 2.03% $5.4M 2025-01-17 $68.53
2024 Q3 ADDED 112,517 +36,098 +47.2% 3.23% $8.6M 2024-10-24 $71.25
2024 Q2 ADDED 76,419 +989 +1.3% 2.05% $5.3M 2024-07-25 $68.55
2024 Q1 ADDED 75,430 +851 +1.1% 2.34% $5.3M 2024-04-30 $64.99
2023 Q4 INITIATED 74,579 β€” β€” 2.57% $5.2M 2024-03-14 $66.19

🏒 Other funds also holding EFAV

As of 2026 Q1 β€” sorted by position size

Aspect Partners, LLC 0.06% Noble Wealth Management PBC 0.04%

FAQ About Yeomans Consulting Group, 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 Yeomans Consulting Group, Inc. reported owning EFAV?

Yeomans Consulting Group, Inc. reported EFAV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EFAV position in Yeomans Consulting Group, Inc.'s portfolio?

The largest reported portfolio weight for EFAV was 3.23% in 2024 Q3.

What is the latest reported EFAV position on this page?

The most recent filing on this page is 2025 Q4, when Yeomans Consulting Group, Inc. reported 82,525 shares, equal to 2.09% of portfolio, with an estimated market value of $7.1M.

What does the chart on this EFAV ownership page compare?

The chart compares Yeomans Consulting Group, 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.

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