SEC 13F Intelligence

Swan Global Investments, LLC / EFA

Swan Global Investments, LLC’s Ishares Tr Position

Does Swan Global Investments, LLC own Ishares Tr (EFA)? Not currently — the last reported position was 208.0K shares worth $16M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q4 2024
Shares
208.0K
% of Portfolio
+0.46%
Quarters Held
25
position exited

Position History EFA

Reported value by quarter
Q4 ’18: $79MQ4 ’18Q1 ’19: $68MQ2 ’19: $82MQ3 ’19: $80MQ4 ’19: $48MQ4 ’19Q1 ’20: $42MQ2 ’20: $42MQ3 ’20: $36MQ4 ’20: $33MQ4 ’20Q1 ’21: $33MQ2 ’21: $35MQ3 ’21: $35MQ4 ’21: $33MQ4 ’21Q1 ’22: $29MQ2 ’22: $27MQ3 ’22: $29MQ4 ’22: $31MQ4 ’22Q1 ’23: $29MQ2 ’23: $32MQ3 ’23: $27MQ4 ’23: $26MQ4 ’23Q1 ’24: $27MQ2 ’24: $26MQ3 ’24: $26MQ4 ’24: $16MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024208.0K$16M+0.46%
Q3 2024306.8K$26M+0.78%
Q2 2024331.3K$26M+0.80%
Q1 2024332.5K$27M+0.83%
Q4 2023344.4K$26M+0.84%
Q3 2023391.3K$27M+0.86%
Q2 2023435.9K$32M+1.34%
Q1 2023443.9K$29M+1.17%
Q4 2022473.1K$31M+1.23%
Q3 2022514.3K$29M+0.92%
Q2 2022426.9K$27M+0.80%
Q1 2022394.8K$29M+0.91%
Q4 2021424.4K$33M+0.82%
Q3 2021446.3K$35M+0.74%
Q2 2021441.4K$35M+0.87%
Q1 2021428.6K$33M+0.86%
Q4 2020445.6K$33M+1.25%
Q3 2020567.8K$36M+1.05%
Q2 2020687.9K$42M+1.41%
Q1 2020784.0K$42M+1.28%
Q4 2019696.8K$48M+1.04%
Q3 20191.23M$80M+1.46%
Q2 20191.26M$82M+1.61%
Q1 2019980.6K$68M+1.14%
Q4 20181.34M$79M+1.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swan Global Investments, LLC’s full portfolio or all institutional holders of EFA.