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Disclosery

Blue Trust, Inc.: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on EFV, newest first. How the timeline and the estimate are built.

Blue Trust, Inc. held 73,685 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,685 shares
    Change vs previous 13F -102,762 shares

    0.06% of the 13F portfolio, value $5,640,576.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 176,447 shares
    Change vs previous 13F -12,696 shares

    0.15% of the 13F portfolio, value $13,118,761.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 189,143 shares
    Change vs previous 13F -46,036 shares

    0.15% of the 13F portfolio, value $13,506,668.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 235,179 shares
    Change vs previous 13F -100,921 shares

    0.18% of the 13F portfolio, value $15,952,204.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 336,100 shares
    Change vs previous 13F +102,183 shares

    0.25% of the 13F portfolio, value $21,335,670.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 233,917 shares
    Change vs previous 13F -78,211 shares

    0.18% of the 13F portfolio, value $13,787,046.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 312,128 shares
    Change vs previous 13F +190,102 shares

    0.21% of the 13F portfolio, value $16,377,325.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 122,026 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,472,274.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).