BFC Planning, Inc.’s iShares MSCI EAFE Value ETF EFV Stock Holding History

BFC Planning, Inc.’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	$1.8M	Sell	23,524 -5,335	-18%	-$413K	0.07%	262
2026 Q1	$2.15M	Sell	28,859 -980	-3%	-$73.7K	0.1%	221
2025 Q4	$2.13M	Sell	29,839 -1,191	-4%	-$82.8K	0.09%	207
2025 Q3	$2.1M	Sell	31,030 -4,626	-13%	-$305K	0.15%	121
2025 Q2	$2.26M	Buy	35,656 +4,923	+16%	+$301K	0.18%	106
2025 Q1	$1.81M	Sell	30,733 -2,686	-8%	-$152K	0.16%	121
2024 Q4	$1.75M	Buy	+33,419	New	+$1.83M	0.15%	125

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFC Planning, Inc.'s EFV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares MSCI EAFE Value ETF (EFV) stake by 18% in Q2 2026, selling an estimated $413K and leaving 23,524 shares worth $1.8M. The position accounts for 0.07% of the portfolio, ranked #262.

BFC Planning, Inc. first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

BFC Planning, Inc. held 23,524 shares of iShares MSCI EAFE Value ETF worth $1.8M as of Q2 2026.
BFC Planning, Inc. sold 5,335 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $413K.
iShares MSCI EAFE Value ETF made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #262 holding.
BFC Planning, Inc. first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares MSCI EAFE Value ETF position peaked at $2.26M in Q2 2025.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.