AOI
Auto-Owners Insurance’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252M | Buy |
3,963,000
+2,964,000
| +297% | +$188M | 5.61% | 5 |
|
2025
Q1 | $71.5M | Sell |
999,000
-3,589,000
| -78% | -$257M | 1.89% | 14 |
|
2024
Q4 | $241M | Buy |
4,588,000
+625,000
| +16% | +$32.8M | 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 | +$182M | 6.64% | 4 |
|