Auto-Owners Insurance’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Auto-Owners Insurance’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	$303M	Sell	3,963,000 -625,000	-14%	-$48.4M	6.85%	4
2026 Q1	$341M	Hold	4,588,000	–	–	7.14%	4
2025 Q4	$328M	Buy	4,588,000 +625,000	+16%	+$43.4M	6.88%	4
2025 Q3	$269M	Hold	3,963,000	–	–	6.94%	4
2025 Q2	$252M	Buy	3,963,000 +2,964,000	+297%	+$181M	5.61%	5
2025 Q1	$71.5M	Sell	999,000 -3,589,000	-78%	-$203M	1.89%	14
2024 Q4	$241M	Buy	4,588,000 +625,000	+16%	+$34.2M	5.47%	5
2024 Q3	$228M	Hold	3,963,000	–	–	5.58%	5
2024 Q2	$210M	Hold	3,963,000	–	–	5.55%	5
2024 Q1	$216M	Hold	3,963,000	–	–	5.7%	5
2023 Q4	$206M	Hold	3,963,000	–	–	6.25%	4
2023 Q3	$194M	Hold	3,963,000	–	–	6.48%	4
2023 Q2	$194M	Hold	3,963,000	–	–	6.3%	4
2023 Q1	$192M	Hold	3,963,000	–	–	6.63%	4
2022 Q4	$182M	Buy	+3,963,000	New	+$172M	6.64%	4

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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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return