Arlington Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Arlington Trust’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Buy	4,258 +144	+4%	+$11.2K	0.03%	81
2026 Q1	$306K	Hold	4,114	–	–	0.03%	72
2025 Q4	$294K	Hold	4,114	–	–	0.03%	71
2025 Q3	$279K	Hold	4,114	–	–	0.05%	145
2025 Q2	$261K	Hold	4,114	–	–	0.05%	147
2025 Q1	$242K	Hold	4,114	–	–	0.05%	156
2024 Q4	$216K	Hold	4,114	–	–	0.05%	163
2024 Q3	$237K	Hold	4,114	–	–	0.05%	148
2024 Q2	$218K	Buy	4,114 +3,740	+1,000%	+$203K	0.05%	144
2024 Q1	$20.3K	Sell	374 -95	-20%	-$4.96K	0.01%	339
2023 Q4	$24.4K	Sell	469 -1,237	-73%	-$61.2K	0.01%	333
2023 Q3	$83.5K	Buy	+1,706	New	+$84.5K	0.03%	120

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return