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
2026 Q2	$513K	Buy	+6,701	New	+$519K	0.02%	263
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 22.9% 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

Trust Company of Vermont's EFV Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 6,701 shares worth $513K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in EFV as recently as Q4 2025.

Trust Company of Vermont first reported a position in EFV in Q2 2015 and has held it in 16 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Trust Company of Vermont held 6,701 shares of iShares MSCI EAFE Value ETF worth $513K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Trust Company of Vermont position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.02% of Trust Company of Vermont's portfolio in Q2 2026, its #263 holding.
Trust Company of Vermont first reported a position in iShares MSCI EAFE Value ETF in Q2 2015 and has held it in 16 quarters since.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.