SEC 13F Intelligence

Family Firm, Inc. / EFA

Family Firm, Inc.’s Ishares Tr Position

Does Family Firm, Inc. own Ishares Tr (EFA)? Yes72.8K shares worth $7M (+1.57% of its 13F portfolio) as of Q2 2025, up from 72.1K shares the prior filed quarter.

Position Value
$7M
Q2 2025
Shares
72.8K
% of Portfolio
+1.57%
Quarters Held
27
currently held

Position History EFA

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202572.8K$7M+1.57%
Q1 202572.1K$6M+1.32%
Q4 2024172.4K$6M+1.24%
Q3 2024167.6K$6M+1.26%
Q2 2024166.5K$5M+1.18%
Q1 202465.3K$5M+1.27%
Q4 202364.3K$5M+1.25%
Q3 202363.8K$4M+1.23%
Q2 202362.4K$5M+1.20%
Q1 202358.2K$4M+1.15%
Q4 202257.2K$4M+1.10%
Q3 202253.0K$3M+0.95%
Q2 202256.5K$4M+1.04%
Q1 202254.9K$4M+1.06%
Q4 202154.8K$4M+1.12%
Q3 202147.4K$4M+1.00%
Q2 202147.5K$4M+1.02%
Q1 202148.8K$4M+1.07%
Q4 202049.4K$4M+1.10%
Q3 202055.1K$4M+1.26%
Q2 202055.2K$3M+1.26%
Q1 202050.5K$3M+1.15%
Q4 201953.4K$4M+1.25%
Q3 201955.9K$4M+1.29%
Q2 201956.9K$4M+1.32%
Q1 201956.9K$4M+1.34%
Q4 201859.1K$3M+1.39%

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