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LifePlan Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

LifePlan Investment Advisors’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 		$1.61M Sell
21,008
-24,036
-53% -$1.86M 0.55% 51
2026
Q1 		$3.35M Sell
45,044
-4,815
-10% -$362K 1.32% 30
2025
Q4 		$3.56M Buy
49,859
+2,211
+5% +$154K 1.45% 29
2025
Q3 		$3.23M Buy
47,648
+665
+1% +$43.8K 1.36% 32
2025
Q2 		$2.98M Buy
46,983
+14,415
+44% +$882K 1.48% 29
2025
Q1 		$1.92M Sell
32,568
-3,511
-10% -$199K 1.1% 31
2024
Q4 		$1.89M Buy
36,079
+12,224
+51% +$669K 1.17% 31
2024
Q3 		$1.37M Buy
23,855
+8,628
+57% +$476K 0.88% 33
2024
Q2 		$808K Sell
15,227
-2,398
-14% -$130K 0.58% 42
2024
Q1 		$959K Sell
17,625
-8,629
-33% -$450K 0.76% 32
2023
Q4 		$1.37M Buy
26,254
+2,411
+10% +$119K 1.25% 24
2023
Q3 		$1.17M Buy
23,843
+12,869
+117% +$637K 1.24% 23
2023
Q2 		$537K Buy
+10,974
New +$540K 0.6% 33

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

LifePlan Investment Advisors's EFV Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 53% in Q2 2026, selling an estimated $1.86M and leaving 21,008 shares worth $1.61M. The position accounts for 0.55% of the portfolio, ranked #51.

LifePlan Investment Advisors first reported a position in EFV in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.56M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • LifePlan Investment Advisors held 21,008 shares of iShares MSCI EAFE Value ETF worth $1.61M as of Q2 2026.
  • LifePlan Investment Advisors sold 24,036 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.86M.
  • iShares MSCI EAFE Value ETF made up 0.55% of LifePlan Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • LifePlan Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 13 quarters since.
  • LifePlan Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $3.56M in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.