SEC 13F Intelligence

Truvvo Partners LLC / EFA

Truvvo Partners LLC’s Ishares Tr Position

Does Truvvo Partners LLC own Ishares Tr (EFA)? Yes — 8.8K shares worth $493,000 (+9.45% of its 13F portfolio) as of Q3 2022, down from 12.3K shares the prior filed quarter.

Position Value
$493,000
Q3 2022
Shares
8.8K
% of Portfolio
+9.45%
Quarters Held
9
currently held

Position History EFA

Reported value by quarter
Q2 ’19: $830,000Q2 ’19Q3 ’19: $507,000Q4 ’19: $236,000Q4 ’19Q2 ’20: $145,000Q3 ’20: $152,000Q3 ’20Q4 ’20: $173,000Q2 ’21: $201,000Q2 ’21Q2 ’22: $771,000Q3 ’22: $493,000Q3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20228.8K$493,000+9.45%
Q2 202212.3K$771,000+12.87%
Q2 20212.5K$201,000+0.14%
Q4 20202.4K$173,000+0.12%
Q3 20202.4K$152,000+0.12%
Q2 20202.4K$145,000+0.11%
Q4 20193.4K$236,000+0.13%
Q3 20197.8K$507,000+0.28%
Q2 201912.6K$830,000+0.46%

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