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

Prosperity Planning’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 		$319K Sell
4,173
-1,687
-29% -$131K 0.07% 96
2026
Q1 		$436K Sell
5,860
-960
-14% -$72.2K 0.11% 84
2025
Q4 		$487K Sell
6,820
-366
-5% -$25.4K 0.13% 75
2025
Q3 		$487K Sell
7,186
-817
-10% -$53.8K 0.13% 78
2025
Q2 		$508K Buy
8,003
+1,375
+21% +$84.1K 0.15% 77
2025
Q1 		$391K Sell
6,628
-1,687
-20% -$95.4K 0.12% 78
2024
Q4 		$436K Buy
8,315
+229
+3% +$12.5K 0.14% 73
2024
Q3 		$465K Buy
8,086
+1,815
+29% +$100K 0.15% 73
2024
Q2 		$333K Sell
6,271
-1,232
-16% -$67K 0.11% 81
2024
Q1 		$408K Sell
7,503
-1,124
-13% -$58.7K 0.14% 71
2023
Q4 		$449K Sell
8,627
-676
-7% -$33.5K 0.17% 68
2023
Q3 		$455K Buy
9,303
+1,161
+14% +$57.5K 0.19% 68
2023
Q2 		$398K Buy
8,142
+125
+2% +$6.15K 0.16% 70
2023
Q1 		$389K Sell
8,017
-831
-9% -$40.2K 0.17% 70
2022
Q4 		$428K Hold
8,848
– – 0.21% 62
2022
Q3 		$341K Sell
8,848
-2,658
-23% -$113K 0.18% 67
2022
Q2 		$493K Hold
11,506
– – 0.25% 56
2022
Q1 		$557K Hold
11,506
– – 0.27% 53
2021
Q4 		$580K Sell
11,506
-1,342
-10% -$68.5K 0.29% 50
2021
Q3 		$653K Sell
12,848
-896
-7% -$46.4K 0.36% 48
2021
Q2 		$711K Buy
13,744
+616
+5% +$32.6K 0.44% 44
2021
Q1 		$669K Buy
13,128
+6,397
+95% +$318K 0.48% 42
2020
Q4 		$318K Buy
+6,731
New +$297K 0.27% 53

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

Prosperity Planning's EFV Position: Q2 2026 in Review

Prosperity Planning reduced its iShares MSCI EAFE Value ETF (EFV) stake by 29% in Q2 2026, selling an estimated $131K and leaving 4,173 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #96.

Prosperity Planning first reported a position in EFV in Q4 2020 and has held it in 23 quarters since. The position peaked at $711K in Q2 2021. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Prosperity Planning held 4,173 shares of iShares MSCI EAFE Value ETF worth $319K as of Q2 2026.
  • Prosperity Planning sold 1,687 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $131K.
  • iShares MSCI EAFE Value ETF made up 0.07% of Prosperity Planning's portfolio in Q2 2026, its #96 holding.
  • Prosperity Planning first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Prosperity Planning's iShares MSCI EAFE Value ETF position peaked at $711K in Q2 2021.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.