MSFP
EFC

Mark Sheptoff Financial Planning’s Ellington Financial EFC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.62K Hold
200
– – ﹤0.01% 473
2025
Q4 		$2.72K Buy
200
+100
+100% +$1.36K ﹤0.01% 469
2025
Q3 		$1.3K Buy
+100
New +$1.33K ﹤0.01% 454
2022
Q1 		– Sell
-456
Closed -$8K – 445
2021
Q4 		$8K Buy
456
+12
+3% +$213 ﹤0.01% 334
2021
Q3 		$8K Buy
444
+10
+2% +$184 ﹤0.01% 320
2021
Q2 		$8K Buy
434
+9
+2% +$166 ﹤0.01% 340
2021
Q1 		$7K Buy
425
+8
+2% +$126 ﹤0.01% 305
2020
Q4 		$6K Buy
417
+8
+2% +$111 ﹤0.01% 299
2020
Q3 		$5K Buy
409
+9
+2% +$110 ﹤0.01% 270
2020
Q2 		$5K Buy
+400
New +$4.06K ﹤0.01% 297
2020
Q1 		– Sell
-300
Closed -$5K – 353
2019
Q4 		$5K Buy
+300
New +$5.48K ﹤0.01% 314

Other funds holding EFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return