SEC 13F Intelligence

Efficient Frontier Advisors LLC / SGOV

Efficient Frontier Advisors LLC’s Ishares Tr Position

Does Efficient Frontier Advisors LLC own Ishares Tr (SGOV)? Yes — 417.9K shares worth $42M (+26.71% of its 13F portfolio) as of Q2 2025, up from 406.9K shares the prior filed quarter.

Position Value
$42M
Q2 2025
Shares
417.9K
% of Portfolio
+26.71%
Quarters Held
7
currently held

Position History SGOV

Reported value by quarter
Q4 ’23: $31MQ4 ’23Q1 ’24: $30MQ1 ’24Q2 ’24: $39MQ2 ’24Q3 ’24: $42MQ3 ’24Q4 ’24: $41MQ4 ’24Q1 ’25: $41MQ1 ’25Q2 ’25: $42MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025417.9K$42M+26.71%
Q1 2025406.9K$41M+26.64%
Q4 2024407.5K$41M+27.03%
Q3 2024414.6K$42M+27.03%
Q2 2024382.4K$39M+27.15%
Q1 2024301.5K$30M+24.05%
Q4 2023313.5K$31M+26.42%

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