Trust Company of Vermont’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Trust Company of Vermont’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 Q4	$67.4K	Buy	944 +465	+97%	+$32.3K	﹤0.01%	518
2025 Q3	$32.5K	Hold	479	–	–	﹤0.01%	640
2025 Q2	$30.4K	Hold	479	–	–	﹤0.01%	631
2025 Q1	$28.2K	Buy	479 +179	+60%	+$10.1K	﹤0.01%	612
2024 Q4	$15.7K	Hold	300	–	–	﹤0.01%	715
2024 Q3	$17.3K	Hold	300	–	–	﹤0.01%	686
2024 Q2	$15.9K	Hold	300	–	–	﹤0.01%	644
2024 Q1	$16.3K	Hold	300	–	–	﹤0.01%	644
2023 Q4	$15.6K	Hold	300	–	–	﹤0.01%	579
2023 Q3	$14.7K	Hold	300	–	–	﹤0.01%	614
2023 Q2	$14.7K	Hold	300	–	–	﹤0.01%	623
2023 Q1	$14.6K	Buy	+300	New	+$14.5K	﹤0.01%	645
2019 Q4	–	Sell	-66	Closed	-$3K	–	929
2019 Q3	$3K	Buy	+66	New	+$3.08K	﹤0.01%	883
2015 Q4	–	Sell	-239	Closed	-$11K	–	791
2015 Q3	$11K	Hold	239	–	–	﹤0.01%	614
2015 Q2	$13K	Buy	+239	New	+$13.2K	﹤0.01%	612

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Trust Company of Vermont's EFV Position: Q4 2025 in Review

Trust Company of Vermont increased its iShares MSCI EAFE Value ETF (EFV) stake by 97% in Q4 2025, buying an estimated $32.3K and bringing the position to 944 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Trust Company of Vermont first reported a position in EFV in Q2 2015 and has held it in 15 quarters since. 1,231 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Trust Company of Vermont held 944 shares of iShares MSCI EAFE Value ETF worth $67.4K as of Q4 2025.
Trust Company of Vermont bought 465 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $32.3K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #518 holding.
Trust Company of Vermont first reported a position in iShares MSCI EAFE Value ETF in Q2 2015 and has held it in 15 quarters since.
1,231 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.