SEC 13F Intelligence

Ota Financial Group L.P. / EFA

Ota Financial Group L.P.’s Ishares Tr Position

Does Ota Financial Group L.P. own Ishares Tr (EFA)? Not currently — the last reported position was 19.3K shares worth $1M in Q1 2019; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$1M
Q1 2019
Shares
19.3K
% of Portfolio
+1.07%
Quarters Held
2
position exited

Position History EFA

Reported value by quarter
Q4 ’18: $982,000Q4 ’18Q1 ’19: $1MQ1 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q1 201919.3K$1M+1.07%
Q4 201816.7K$982,000+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of EFA.