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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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 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. 352 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.
  • 352 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.