EFV
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 K. Michael ConawayHouse · R · TX |
EFVEFV · Stock |
Purchase $15,001 - $50,000 |
Jul 10, 2020 | Jun 9, 2020 | Filing ↗ |
 James B. RenacciHouse · R · OH |
EFVEFV · ETF |
Purchase $1,001 - $15,000 |
Jan 19, 2018 | Jan 8, 2018 | Filing ↗ |
| James B. RenacciHouse · R · OH |
EFVEFV · ETF |
Sale $15,001 - $50,000 |
Nov 10, 2014 | Oct 20, 2014 | Filing ↗ |
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing8
| Filer | Shares | Value | Change |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 549.2K | $43.5M | — |
| Central Pacific Bank - Trust Division | 150.4K | $11.9M | — |
| Montecito Bank & Trust | 96.5K | $7.6M | — |
| COLLECTIVE FAMILY OFFICE LLC | 56.9K | $4.5M | — |
| Retirement Wealth Solutions LLC | 55.6K | $4.4M | — |
| Asempa Wealth Advisors | 29.4K | $2.3M | — |
| First Citizens Financial Corp | 19.1K | $1.5M | — |
| Cassilly Financial Group LLC | 7,361 | $583K | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Columbia Overseas Value Fund COLUMBIA FUNDS SERIES TRUST | 721.4K | $56.7M | 0.83% | May 31, 2026 |
| Destinations International Equity Fund Brinker Capital Destinations Trust | 489.8K | $38.5M | 1.81% | May 31, 2026 |
| PFG BR Target Allocation Equity Strategy Fund Northern Lights Fund Trust | 440.7K | $35.6M | 7.05% | Jul 31, 2026 |
| BlackRock 60/40 Target Allocation ETF V.I. Fund BlackRock Variable Series Funds, Inc. | 367.8K | $28.2M | 3.00% | Jun 30, 2026 |
| FundX ETF FundX Investment Trust | 265.5K | $19.7M | 11.96% | Mar 31, 2026 |
| PSF Global Portfolio Prudential Series Fund | 214.8K | $16.4M | 1.41% | Jun 30, 2026 |
| Potomac Tactical Opportunities Fund PFS FUNDS | 206.4K | $15.3M | 6.89% | Mar 31, 2026 |
| iShares Morningstar Multi-Asset Income ETF iShares Trust | 172.6K | $14.0M | 11.15% | Jul 31, 2026 |
| Aristotle Multi-Asset Growth and Income Fund Aristotle Fund Series Trust | 171.0K | $13.1M | 1.96% | Jun 30, 2026 |
| Adaptive Alpha Opportunities ETF Starboard Investment Trust | 100.4K | $7.9M | 2.04% | May 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list EFV's shares (CUSIP 464288877), each fund at its latest report since Mar 8, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming EFV as the client.
Government Contracts
No federal contract awards found for EFV.
U.S. Patents
No USPTO patent applications found for EFV.
Annual Financials
No annual XBRL figures on record for EFV. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in EFV's price history.
Material Events (8-K)
No 8-K filings on record.
About EFV
No company profile on record.