SEC 13F Intelligence

Select Asset Management & Trust / EFA

Select Asset Management & Trust’s Ishares Tr Position

Does Select Asset Management & Trust own Ishares Tr (EFA)? Yes49.2K shares worth $5M (+1.49% of its 13F portfolio) as of Q1 2026, down from 108.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
49.2K
% of Portfolio
+1.49%
Quarters Held
19
currently held

Position History EFA

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $967,000Q2 ’21: $1MQ3 ’21: $215,000Q3 ’21Q4 ’21: $217,000Q4 ’22: $677,000Q1 ’23: $5MQ1 ’23Q2 ’23: $9MQ3 ’23: $10MQ4 ’23: $13MQ4 ’23Q1 ’24: $18MQ2 ’24: $15MQ3 ’24: $11MQ3 ’24Q4 ’24: $8MQ1 ’25: $14MQ2 ’25: $16MQ2 ’25Q3 ’25: $16MQ4 ’25: $10MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.2K$5M+1.49%
Q4 2025108.6K$10M+3.24%
Q3 2025175.7K$16M+5.05%
Q2 2025174.0K$16M+5.33%
Q1 2025167.2K$14M+5.48%
Q4 2024104.8K$8M+3.07%
Q3 2024129.0K$11M+3.97%
Q2 2024192.8K$15M+6.02%
Q1 2024222.1K$18M+7.37%
Q4 2023178.0K$13M+6.61%
Q3 2023141.7K$10M+5.67%
Q2 2023118.9K$9M+5.26%
Q1 202363.4K$5M+4.00%
Q4 202210.3K$677,000+0.81%
Q4 20212.8K$217,000+0.14%
Q3 20212.8K$215,000+0.16%
Q2 202112.7K$1M+0.57%
Q1 202112.7K$967,000+0.64%
Q4 202018.3K$1M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Select Asset Management & Trust’s full portfolio or all institutional holders of EFA.