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Farmers & Merchants Investments Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Farmers & Merchants Investments Inc’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 		$172K Buy
2,245
+33
+1% +$2.56K ﹤0.01% 334
2026
Q1 		$164K Hold
2,212
– – ﹤0.01% 322
2025
Q4 		$158K Hold
2,212
– – ﹤0.01% 319
2025
Q3 		$150K Hold
2,212
– – ﹤0.01% 324
2025
Q2 		$140K Hold
2,212
– – ﹤0.01% 336
2025
Q1 		$130K Hold
2,212
– – ﹤0.01% 341
2024
Q4 		$116K Hold
2,212
– – ﹤0.01% 358
2024
Q3 		$127K Sell
2,212
-261
-11% -$14.4K ﹤0.01% 351
2024
Q2 		$131K Buy
2,473
+252
+11% +$13.7K ﹤0.01% 338
2024
Q1 		$121K Sell
2,221
-1,151
-34% -$60.1K ﹤0.01% 331
2023
Q4 		$176K Sell
3,372
-112
-3% -$5.54K 0.01% 294
2023
Q3 		$170K Sell
3,484
-1,608
-32% -$79.6K 0.01% 293
2023
Q2 		$249K Buy
5,092
+112
+2% +$5.51K 0.01% 267
2023
Q1 		$242K Buy
4,980
+607
+14% +$29.4K 0.01% 271
2022
Q4 		$201K Sell
4,373
-202
-4% -$8.77K 0.01% 286
2022
Q3 		$176K Sell
4,575
-935
-17% -$39.9K 0.01% 292
2022
Q2 		$239K Sell
5,510
-405
-7% -$19.3K 0.01% 267
2022
Q1 		$297K Buy
5,915
+3,830
+184% +$195K 0.01% 263
2021
Q4 		$105K Hold
2,085
– – ﹤0.01% 349
2021
Q3 		$106K Buy
+2,085
New +$108K ﹤0.01% 332
2020
Q2 		– Sell
-155
Closed -$6K – 852
2020
Q1 		$6K Buy
+155
New +$6.89K ﹤0.01% 598
2014
Q3 		– Sell
-148
Closed -$9K – 703
2014
Q2 		$9K Buy
+148
New +$8.73K ﹤0.01% 518

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Farmers & Merchants Investments Inc's EFV Position: Q2 2026 in Review

Farmers & Merchants Investments Inc increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.5% in Q2 2026, buying an estimated $2.56K and bringing the position to 2,245 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Farmers & Merchants Investments Inc first reported a position in EFV in Q2 2014 and has held it in 22 quarters since. The position peaked at $297K in Q1 2022. 889 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Farmers & Merchants Investments Inc held 2,245 shares of iShares MSCI EAFE Value ETF worth $172K as of Q2 2026.
  • Farmers & Merchants Investments Inc bought 33 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.56K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #334 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares MSCI EAFE Value ETF in Q2 2014 and has held it in 22 quarters since.
  • Farmers & Merchants Investments Inc's iShares MSCI EAFE Value ETF position peaked at $297K in Q1 2022.
  • 889 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.