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

Planning Strategies’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 		$19.4K Buy
+253
New +$19.6K 0.01% 250

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Planning Strategies's EFV Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 253 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

1,205 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Planning Strategies held 253 shares of iShares MSCI EAFE Value ETF worth $19.4K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Planning Strategies position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #250 holding.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.