Oder Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Oder 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	$239K	Buy	3,121 +47	+2%	+$3.64K	0.16%	104
2026 Q1	$229K	Hold	3,074	–	–	0.18%	97
2025 Q4	$220K	Buy	3,074 +39	+1%	+$2.71K	0.16%	98
2025 Q3	$206K	Buy	+3,035	New	+$200K	0.15%	98
2023 Q1	–	Sell	-2,850	Closed	-$131K	–	89
2022 Q4	$131K	Buy	+2,850	New	+$124K	0.16%	88
2021 Q1	–	Sell	-2,727	Closed	-$129K	–	203
2020 Q4	$129K	Buy	+2,727	New	+$120K	0.13%	108

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

Oder Investment Management's EFV Position: Q2 2026 in Review

Oder Investment Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.5% in Q2 2026, buying an estimated $3.64K and bringing the position to 3,121 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #104.

Oder Investment Management first reported a position in EFV in Q4 2020 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Oder Investment Management held 3,121 shares of iShares MSCI EAFE Value ETF worth $239K as of Q2 2026.
Oder Investment Management bought 47 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.64K.
iShares MSCI EAFE Value ETF made up 0.16% of Oder Investment Management's portfolio in Q2 2026, its #104 holding.
Oder Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 6 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Oder Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.