Superior Planning, LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Superior Planning, LLC’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 Q3	$1.66M	Buy	+41,900	New	+$1.69M	0.69%	28

Other funds holding EFV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Superior Planning, LLC's EFV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 41,900 shares worth $1.66M. The stake represents 0.69% of the portfolio and ranks #28 among its holdings.

1,003 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Superior Planning, LLC held 41,900 shares of iShares MSCI EAFE Value ETF worth $1.66M as of Q3 2026.
iShares MSCI EAFE Value ETF was a new Superior Planning, LLC position in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.69% of Superior Planning, LLC's portfolio in Q3 2026, its #28 holding.
1,003 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.