Plante Moran Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Plante Moran Financial 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	$755K	Buy	9,860 +3,539	+56%	+$274K	0.04%	70
2026 Q1	$470K	Sell	6,321 -326	-5%	-$24.5K	0.03%	92
2025 Q4	$475K	Buy	6,647 +1,123	+20%	+$78K	0.03%	98
2025 Q3	$375K	Buy	5,524 +234	+4%	+$15.4K	0.02%	112
2025 Q2	$336K	Buy	5,290 +182	+4%	+$11.1K	0.02%	114
2025 Q1	$301K	Sell	5,108 -523	-9%	-$29.6K	0.03%	122
2024 Q4	$295K	Sell	5,631 -4	-0.1%	-$219	0.02%	131
2024 Q3	$324K	Hold	5,635	–	–	0.03%	124
2024 Q2	$299K	Buy	5,635 +60	+1%	+$3.26K	0.03%	126
2024 Q1	$303K	Sell	5,575 -704	-11%	-$36.7K	0.03%	124
2023 Q4	$327K	Buy	6,279 +2,278	+57%	+$113K	0.03%	117
2023 Q3	$196K	Sell	4,001 -33	-0.8%	-$1.64K	0.02%	146
2023 Q2	$197K	Sell	4,034 -195	-5%	-$9.6K	0.02%	155
2023 Q1	$205K	Sell	4,229 -25,043	-86%	-$1.21M	0.03%	147
2022 Q4	$1.34M	Buy	29,272 +25,440	+664%	+$1.1M	0.19%	37
2022 Q3	$148K	Sell	3,832 -375	-9%	-$16K	0.03%	170
2022 Q2	$183K	Buy	4,207 +375	+10%	+$17.9K	0.03%	157
2022 Q1	$193K	Buy	+3,832	New	+$195K	0.04%	165
2019 Q3	–	Sell	-1,514	Closed	-$73K	–	859
2019 Q2	$73K	Buy	+1,514	New	+$73.9K	0.02%	268
2013 Q3	–	Sell	-1,200	Closed	-$58K	–	642
2013 Q2	$58K	Buy	+1,200	New	+$61.6K	0.04%	155

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plante Moran Financial Advisors's EFV Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 56% in Q2 2026, buying an estimated $274K and bringing the position to 9,860 shares worth $755K. The position accounts for 0.04% of the portfolio, ranked #70.

Plante Moran Financial Advisors first reported a position in EFV in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.34M in Q4 2022. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Plante Moran Financial Advisors held 9,860 shares of iShares MSCI EAFE Value ETF worth $755K as of Q2 2026.
Plante Moran Financial Advisors bought 3,539 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $274K.
iShares MSCI EAFE Value ETF made up 0.04% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #70 holding.
Plante Moran Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 20 quarters since.
Plante Moran Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $1.34M in Q4 2022.
1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.