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

BWM Planning’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 		$906K Buy
11,838
+671
+6% +$52K 0.21% 51
2026
Q1 		$830K Hold
11,167
– – 0.22% 50
2025
Q4 		$797K Buy
11,167
+307
+3% +$21.3K 0.21% 53
2025
Q3 		$737K Hold
10,860
– – 0.22% 52
2025
Q2 		$689K Hold
10,860
– – 0.24% 50
2025
Q1 		$640K Hold
10,860
– – 0.27% 49
2024
Q4 		$570K Sell
10,860
-20
-0.2% -$1.09K 0.25% 55
2024
Q3 		$626K Buy
+10,880
New +$601K 0.28% 51

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BWM Planning's EFV Position: Q2 2026 in Review

BWM Planning increased its iShares MSCI EAFE Value ETF (EFV) stake by 6% in Q2 2026, buying an estimated $52K and bringing the position to 11,838 shares worth $906K. The position accounts for 0.21% of the portfolio, ranked #51.

BWM Planning first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • BWM Planning held 11,838 shares of iShares MSCI EAFE Value ETF worth $906K as of Q2 2026.
  • BWM Planning bought 671 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $52K.
  • iShares MSCI EAFE Value ETF made up 0.21% of BWM Planning's portfolio in Q2 2026, its #51 holding.
  • BWM Planning first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.