Oliver Lagore Vanvalin Investment Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$416K	Buy	+7,061	New	+$432K	0.16%	101
2024 Q4	$495K	Buy	9,428 +519	+6%	+$28.4K	0.13%	87
2024 Q3	$513K	Buy	8,909 +3,918	+79%	+$216K	0.14%	87
2024 Q2	$265K	Sell	4,991 -2,671	-35%	-$145K	0.08%	101
2024 Q1	$417K	Sell	7,662 -4,957	-39%	-$259K	0.12%	97
2023 Q4	$657K	Sell	12,619 -7,387	-37%	-$366K	0.24%	69
2023 Q3	$979K	Sell	20,006 -10,160	-34%	-$503K	0.39%	42
2023 Q2	$1.48M	Buy	30,166 +21,330	+241%	+$1.05M	0.54%	36
2023 Q1	$429K	Sell	8,836 -1,761	-17%	-$85.2K	0.18%	61
2022 Q4	$486K	Sell	10,597 -3,978	-27%	-$173K	0.27%	48
2022 Q3	$562K	Sell	14,575 -5,339	-27%	-$228K	0.36%	41
2022 Q2	$864K	Buy	19,914 +1,260	+7%	+$60K	0.5%	33
2022 Q1	$951K	Sell	18,654 -135,996	-88%	-$6.91M	0.64%	30
2021 Q4	$7.79M	Buy	+154,650	New	+$7.9M	0.56%	27

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EFV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2025: 7,061 shares worth $416K. The stake represents 0.16% of the portfolio and ranks #101 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EFV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EFV in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.79M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 7,061 shares of iShares MSCI EAFE Value ETF worth $416K as of Q2 2025.
iShares MSCI EAFE Value ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares MSCI EAFE Value ETF made up 0.16% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #101 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares MSCI EAFE Value ETF position peaked at $7.79M in Q4 2021.
1,066 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.