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

Sequent 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 		$342K Sell
4,466
-1,893
-30% -$147K 0.07% 193
2026
Q1 		$473K Buy
6,359
+571
+10% +$42.9K 0.11% 139
2025
Q4 		$413K Buy
+5,788
New +$402K 0.11% 135

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

Sequent Planning's EFV Position: Q2 2026 in Review

Sequent Planning reduced its iShares MSCI EAFE Value ETF (EFV) stake by 30% in Q2 2026, selling an estimated $147K and leaving 4,466 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #193.

Sequent Planning first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $473K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Sequent Planning held 4,466 shares of iShares MSCI EAFE Value ETF worth $342K as of Q2 2026.
  • Sequent Planning sold 1,893 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $147K.
  • iShares MSCI EAFE Value ETF made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #193 holding.
  • Sequent Planning first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequent Planning's iShares MSCI EAFE Value ETF position peaked at $473K in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.