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

Peak Planning Group’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 		$254K Buy
3,314
+23
+0.7% +$1.78K 0.06% 110
2026
Q1 		$245K Sell
3,291
-142
-4% -$10.7K 0.07% 106
2025
Q4 		$245K Buy
3,433
+23
+0.7% +$1.6K 0.07% 109
2025
Q3 		$231K Sell
3,410
-614
-15% -$40.4K 0.12% 82
2025
Q2 		$255K Buy
+4,024
New +$246K 0.16% 76

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

Peak Planning Group's EFV Position: Q2 2026 in Review

Peak Planning Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.7% in Q2 2026, buying an estimated $1.78K and bringing the position to 3,314 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #110.

Peak Planning Group first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. The position peaked at $255K in Q2 2025. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Peak Planning Group held 3,314 shares of iShares MSCI EAFE Value ETF worth $254K as of Q2 2026.
  • Peak Planning Group bought 23 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.78K.
  • iShares MSCI EAFE Value ETF made up 0.06% of Peak Planning Group's portfolio in Q2 2026, its #110 holding.
  • Peak Planning Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Peak Planning Group's iShares MSCI EAFE Value ETF position peaked at $255K in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.