Plan Group Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Plan Group Financial’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 Q1	$242K	Buy	+3,249	New	+$244K	0.06%	197

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Plan Group Financial's EFV Position: Q1 2026 in Review

Plan Group Financial opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 3,249 shares worth $242K. The stake represents 0.06% of the portfolio and ranks #197 among its holdings.

1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Plan Group Financial held 3,249 shares of iShares MSCI EAFE Value ETF worth $242K as of Q1 2026.
iShares MSCI EAFE Value ETF was a new Plan Group Financial position in Q1 2026.
iShares MSCI EAFE Value ETF made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #197 holding.
1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.