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

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Auto-Owners Insurance's EFV Position: Q2 2026 in Review

Auto-Owners Insurance reduced its iShares MSCI EAFE Value ETF (EFV) stake by 14% in Q2 2026, selling an estimated $48.4M and leaving 3,963,000 shares worth $303M. The position accounts for 6.85% of the portfolio, ranked #4.

Auto-Owners Insurance first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $341M in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Auto-Owners Insurance held 3,963,000 shares of iShares MSCI EAFE Value ETF worth $303M as of Q2 2026.
Auto-Owners Insurance sold 625,000 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $48.4M.
iShares MSCI EAFE Value ETF made up 6.85% of Auto-Owners Insurance's portfolio in Q2 2026, its #4 holding.
Auto-Owners Insurance first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
Auto-Owners Insurance's iShares MSCI EAFE Value ETF position peaked at $341M in Q1 2026.
1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Auto-Owners Insurance's 13F filing for Q2 2026, filed 15 Jul 2026.