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Avantax Planning Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Avantax Planning Partners’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 		$7.38M Buy
96,419
+121
+0.1% +$9.37K 0.18% 82
2026
Q1 		$7.16M Buy
96,298
+235
+0.2% +$17.7K 0.2% 80
2025
Q4 		$6.86M Sell
96,063
-6,502
-6% -$452K 0.19% 80
2025
Q3 		$6.96M Sell
102,565
-379
-0.4% -$25K 0.2% 79
2025
Q2 		$6.53M Buy
102,944
+9,659
+10% +$591K 0.21% 77
2025
Q1 		$5.5M Buy
93,285
+6,132
+7% +$347K 0.19% 83
2024
Q4 		$4.57M Sell
87,153
-5,743
-6% -$315K 0.16% 87
2024
Q3 		$5.34M Sell
92,896
-111,305
-55% -$6.15M 0.19% 80
2024
Q2 		$10.8M Buy
204,201
+1,379
+0.7% +$75K 0.35% 48
2024
Q1 		$11M Sell
202,822
-490
-0.2% -$25.6K 0.36% 46
2023
Q4 		$10.6M Buy
203,312
+41,681
+26% +$2.06M 0.4% 36
2023
Q3 		$7.91M Buy
161,631
+7,126
+5% +$353K 0.33% 38
2023
Q2 		$7.56M Buy
154,505
+697
+0.5% +$34.3K 0.3% 39
2023
Q1 		$7.46M Buy
153,808
+75
+0% +$3.63K 0.3% 39
2022
Q4 		$7.05M Buy
153,733
+124,867
+433% +$5.42M 0.28% 43
2022
Q3 		$1.11M Sell
28,866
-95,627
-77% -$4.08M 0.05% 135
2022
Q2 		$5.4M Buy
124,493
+105,410
+552% +$5.02M 0.23% 53
2022
Q1 		$959K Sell
19,083
-58,818
-76% -$2.99M 0.04% 161
2021
Q4 		$3.92M Buy
+77,901
New +$3.98M 0.16% 59
2021
Q1 		– Sell
-12,240
Closed -$578K – 319
2020
Q4 		$578K Buy
12,240
+2,443
+25% +$108K 0.03% 171
2020
Q3 		$395K Buy
9,797
+560
+6% +$23.2K 0.02% 203
2020
Q2 		$369K Sell
9,237
-151
-2% -$5.76K 0.02% 199
2020
Q1 		$335K Buy
9,388
+7
+0.1% +$311 0.02% 191
2019
Q4 		$468K Buy
9,381
+253
+3% +$12.4K 0.03% 183
2019
Q3 		$432K Sell
9,128
-4,749
-34% -$221K 0.03% 186
2019
Q2 		$668K Buy
13,877
+2,488
+22% +$121K 0.04% 137
2019
Q1 		$557K Buy
11,389
+3,555
+45% +$171K 0.04% 152
2018
Q4 		$354K Buy
7,834
+3,847
+96% +$185K 0.03% 173
2018
Q3 		$207K Buy
+3,987
New +$205K 0.02% 235
2018
Q2 		– Sell
-2,326
Closed -$127K – 560
2018
Q1 		$127K Buy
+2,326
New +$131K 0.01% 364
2017
Q1 		– Sell
-11,636
Closed -$550K – 337
2016
Q4 		$550K Buy
+11,636
New +$541K 0.06% 155

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Planning Partners's EFV Position: Q2 2026 in Review

Avantax Planning Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.13% in Q2 2026, buying an estimated $9.37K and bringing the position to 96,419 shares worth $7.38M. The position accounts for 0.18% of the portfolio, ranked #82.

Avantax Planning Partners first reported a position in EFV in Q4 2016 and has held it in 31 quarters since. The position peaked at $11M in Q1 2024. 576 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Avantax Planning Partners held 96,419 shares of iShares MSCI EAFE Value ETF worth $7.38M as of Q2 2026.
  • Avantax Planning Partners bought 121 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $9.37K.
  • iShares MSCI EAFE Value ETF made up 0.18% of Avantax Planning Partners's portfolio in Q2 2026, its #82 holding.
  • Avantax Planning Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and has held it in 31 quarters since.
  • Avantax Planning Partners's iShares MSCI EAFE Value ETF position peaked at $11M in Q1 2024.
  • 576 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.