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Vermillion Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Vermillion Wealth 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 		$11.8K Buy
154
+4
+3% +$310 ﹤0.01% 1054
2026
Q1 		$11.2K Hold
150
– – ﹤0.01% 382
2025
Q4 		$10.7K Sell
150
-145
-49% -$10.1K ﹤0.01% 369
2025
Q3 		$20K Buy
295
+145
+97% +$9.55K 0.01% 875
2025
Q2 		$9.52K Hold
150
– – ﹤0.01% 344
2025
Q1 		$8.84K Hold
150
– – ﹤0.01% 1013
2024
Q4 		$7.87K Buy
+150
New +$8.21K ﹤0.01% 357

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vermillion Wealth Management's EFV Position: Q2 2026 in Review

Vermillion Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.7% in Q2 2026, buying an estimated $310 and bringing the position to 154 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Vermillion Wealth Management first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $20K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Vermillion Wealth Management held 154 shares of iShares MSCI EAFE Value ETF worth $11.8K as of Q2 2026.
  • Vermillion Wealth Management bought 4 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $310.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1054 holding.
  • Vermillion Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's iShares MSCI EAFE Value ETF position peaked at $20K in Q3 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.