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

Vermillion & White Wealth Management 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
2026 Q1	$656K	Sell	8,826 -46	-0.5%	-$3.46K	0.38%	32
2025 Q4	$634K	Buy	8,872 +1	+0%	+$69	0.34%	31
2025 Q3	$602K	Sell	8,871 -1	-0%	-$66	0.34%	31
2025 Q2	$563K	Hold	8,872	–	–	0.37%	32
2025 Q1	$523K	Sell	8,872 -8,558	-49%	-$484K	0.38%	32
2024 Q4	$915K	Buy	17,430 +64	+0.4%	+$3.5K	0.67%	29
2024 Q3	$999K	Sell	17,366 -360	-2%	-$19.9K	0.74%	27
2024 Q2	$940K	Buy	17,726 +680	+4%	+$37K	0.71%	29
2024 Q1	$927K	Buy	17,046 +2,446	+17%	+$128K	0.74%	28
2023 Q4	$761K	Buy	+14,600	New	+$722K	0.74%	24

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

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

Vermillion & White Wealth Management Group's EFV Position: Q1 2026 in Review

Vermillion & White Wealth Management Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.52% in Q1 2026, selling an estimated $3.46K and leaving 8,826 shares worth $656K. The position accounts for 0.38% of the portfolio, ranked #32.

Vermillion & White Wealth Management Group first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. The position peaked at $999K in Q3 2024. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Vermillion & White Wealth Management Group held 8,826 shares of iShares MSCI EAFE Value ETF worth $656K as of Q1 2026.
Vermillion & White Wealth Management Group sold 46 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $3.46K.
iShares MSCI EAFE Value ETF made up 0.38% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #32 holding.
Vermillion & White Wealth Management Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's iShares MSCI EAFE Value ETF position peaked at $999K in Q3 2024.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.