Indiana Trust & Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Indiana Trust & Investment 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	$108K	Hold	1,406	–	–	0.03%	227
2026 Q1	$105K	Buy	1,406 +424	+43%	+$31.9K	0.03%	228
2025 Q4	$70.1K	Hold	982	–	–	0.02%	260
2025 Q3	$66.6K	Hold	982	–	–	0.02%	268
2025 Q2	$62.3K	Hold	982	–	–	0.02%	272
2025 Q1	$57.9K	Sell	982 -29	-3%	-$1.64K	0.02%	274
2024 Q4	$53K	Hold	1,011	–	–	0.02%	282
2024 Q3	$58.2K	Buy	1,011 +29	+3%	+$1.6K	0.02%	283
2024 Q2	$52.1K	Hold	982	–	–	0.02%	281
2024 Q1	$53.4K	Hold	982	–	–	0.02%	275
2023 Q4	$51.2K	Buy	982 +224	+30%	+$11.1K	0.02%	257
2023 Q3	$37.1K	Buy	+758	New	+$37.5K	0.02%	277

Other funds holding EFV

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Indiana Trust & Investment Management's EFV Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 1,406 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #227.

Indiana Trust & Investment Management first reported a position in EFV in Q3 2023 and has held it in 12 quarters since. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Indiana Trust & Investment Management held 1,406 shares of iShares MSCI EAFE Value ETF worth $108K as of Q2 2026.
Indiana Trust & Investment Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.03% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #227 holding.
Indiana Trust & Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 12 quarters since.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.