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

Holistic 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 		$565K Buy
7,385
+1,450
+24% +$112K 0.09% 191
2026
Q1 		$441K Sell
5,935
-358
-6% -$26.9K 0.09% 198
2025
Q4 		$449K Buy
6,293
+659
+12% +$45.8K 0.1% 173
2025
Q3 		$382K Sell
5,634
-848
-13% -$55.9K 0.1% 154
2025
Q2 		$411K Buy
6,482
+1,669
+35% +$102K 0.12% 140
2025
Q1 		$284K Sell
4,813
-312
-6% -$17.6K 0.1% 146
2024
Q4 		$269K Sell
5,125
-1,447
-22% -$79.2K 0.1% 143
2024
Q3 		$378K Sell
6,572
-939
-13% -$51.9K 0.16% 98
2024
Q2 		$409K Sell
7,511
-604
-7% -$32.8K 0.31% 70
2024
Q1 		$441K Sell
8,115
-1,010
-11% -$52.7K 0.34% 69
2023
Q4 		$475K Buy
+9,125
New +$452K 0.4% 62

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

Holistic Planning's EFV Position: Q2 2026 in Review

Holistic Planning increased its iShares MSCI EAFE Value ETF (EFV) stake by 24% in Q2 2026, buying an estimated $112K and bringing the position to 7,385 shares worth $565K. The position accounts for 0.09% of the portfolio, ranked #191.

Holistic Planning first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Holistic Planning held 7,385 shares of iShares MSCI EAFE Value ETF worth $565K as of Q2 2026.
  • Holistic Planning bought 1,450 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $112K.
  • iShares MSCI EAFE Value ETF made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #191 holding.
  • Holistic Planning first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.