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

Planning Project LLC’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
2025 Q4	$7.88K	Buy	+110	New	+$7.64K	﹤0.01%	108

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

PAS

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

Planning Project LLC's EFV Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2025: 110 shares worth $7.88K. The stake represents ﹤0.01% of the portfolio and ranks #108 among its holdings.

1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Planning Project LLC held 110 shares of iShares MSCI EAFE Value ETF worth $7.88K as of Q4 2025.
iShares MSCI EAFE Value ETF was a new Planning Project LLC position in Q4 2025.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #108 holding.
1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.