GHAM
EFV icon

Gilman Hill Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Gilman Hill Asset Management’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 		$466K Hold
6,094
– – 0.06% 161
2026
Q1 		$453K Sell
6,094
-810
-12% -$60.9K 0.07% 156
2025
Q4 		$493K Hold
6,904
– – 0.08% 147
2025
Q3 		$468K Hold
6,904
– – 0.07% 148
2025
Q2 		$438K Buy
6,904
+550
+9% +$33.7K 0.07% 152
2025
Q1 		$375K Sell
6,354
-16,460
-72% -$931K 0.07% 159
2024
Q4 		$1.2M Buy
22,814
+15,800
+225% +$865K 0.21% 103
2024
Q3 		$404K Sell
7,014
-4,520
-39% -$250K 0.07% 154
2024
Q2 		$612K Buy
11,534
+310
+3% +$16.9K 0.11% 123
2024
Q1 		$611K Sell
11,224
-24,700
-69% -$1.29M 0.11% 131
2023
Q4 		$1.87M Buy
+35,924
New +$1.78M 0.35% 90
2023
Q1 		– Sell
-5,879
Closed -$270K – 209
2022
Q4 		$270K Buy
+5,879
New +$255K 0.06% 182
2022
Q1 		– Sell
-4,564
Closed -$230K – 210
2021
Q4 		$230K Buy
+4,564
New +$233K 0.05% 198
2014
Q1 		– Sell
-1,744
Closed -$100K – 149
2013
Q4 		$100K Buy
+1,744
New +$97.7K 0.07% 127

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
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
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return