Center for Financial Planning’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Center for Financial 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	$449K	Hold	5,861	–	–	0.04%	116
2026 Q1	$436K	Sell	5,861 -80	-1%	-$6.01K	0.05%	115
2025 Q4	$424K	Sell	5,941 -1,670	-22%	-$116K	0.04%	119
2025 Q3	$516K	Hold	7,611	–	–	0.06%	104
2025 Q2	$483K	Hold	7,611	–	–	0.06%	104
2025 Q1	$449K	Hold	7,611	–	–	0.06%	103
2024 Q4	$399K	Hold	7,611	–	–	0.05%	104
2024 Q3	$438K	Hold	7,611	–	–	0.06%	97
2024 Q2	$404K	Sell	7,611 -280	-4%	-$15.2K	0.06%	99
2024 Q1	$429K	Sell	7,891 -61	-0.8%	-$3.18K	0.06%	99
2023 Q4	$414K	Sell	7,952 -180	-2%	-$8.91K	0.08%	94
2023 Q3	$398K	Hold	8,132	–	–	0.09%	89
2023 Q2	$398K	Hold	8,132	–	–	0.08%	91
2023 Q1	$395K	Hold	8,132	–	–	0.09%	89
2022 Q4	$373K	Hold	8,132	–	–	0.09%	90
2022 Q3	$313K	Hold	8,132	–	–	0.08%	94
2022 Q2	$353K	Hold	8,132	–	–	0.09%	89
2022 Q1	$409K	Hold	8,132	–	–	0.08%	90
2021 Q4	$410K	Hold	8,132	–	–	0.08%	92
2021 Q3	$414K	Hold	8,132	–	–	0.1%	84
2021 Q2	$421K	Hold	8,132	–	–	0.1%	85
2021 Q1	$414K	Hold	8,132	–	–	0.11%	83
2020 Q4	$384K	Sell	8,132 -1,500	-16%	-$66.1K	0.11%	81
2020 Q3	$389K	Sell	9,632 -250	-3%	-$10.3K	0.13%	75
2020 Q2	$395K	Sell	9,882 -8,087	-45%	-$308K	0.14%	71
2020 Q1	$641K	Buy	+17,969	New	+$799K	0.22%	52

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

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 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Center for Financial Planning's EFV Position: Q2 2026 in Review

Center for Financial Planning held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 5,861 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #116.

Center for Financial Planning first reported a position in EFV in Q1 2020 and has held it in 26 quarters since. The position peaked at $641K in Q1 2020. 415 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Center for Financial Planning held 5,861 shares of iShares MSCI EAFE Value ETF worth $449K as of Q2 2026.
Center for Financial Planning left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.04% of Center for Financial Planning's portfolio in Q2 2026, its #116 holding.
Center for Financial Planning first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 26 quarters since.
Center for Financial Planning's iShares MSCI EAFE Value ETF position peaked at $641K in Q1 2020.
415 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.