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Elwood & Goetz Wealth Advisory Group’s Equifax EFX Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-810
Closed -$206K – 101
2024
Q4 		$206K Sell
810
-60
-7% -$16.1K 0.05% 97
2024
Q3 		$256K Buy
+870
New +$245K 0.06% 82

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's EFX Position: Q1 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of Equifax (EFX) in Q1 2025, closing a stake of 810 shares — an estimated $206K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in EFX in Q3 2024 and held it in 2 quarters. The position peaked at $256K in Q3 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 810 Equifax shares in Q1 2025, an estimated $206K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Equifax in Q3 2024 and held it in 2 quarters.
  • Elwood & Goetz Wealth Advisory Group's Equifax position peaked at $256K in Q3 2024.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.