WealthPlan Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

WealthPlan Investment Management’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	$998K	Sell	13,040 -2,171	-14%	-$168K	0.05%	231
2026 Q1	$1.13M	Sell	15,211 -2,987	-16%	-$224K	0.06%	200
2025 Q4	$1.3M	Sell	18,198 -811	-4%	-$56.4K	0.08%	178
2025 Q3	$1.29M	Sell	19,009 -48,268	-72%	-$3.18M	0.09%	163
2025 Q2	$4.27M	Buy	+67,277	New	+$4.12M	0.31%	93
2023 Q1	–	Sell	-33,813	Closed	-$1.67M	–	472
2022 Q4	$1.67M	Buy	33,813 +1,922	+6%	+$83.4K	0.12%	136
2022 Q3	$1.47M	Buy	+31,891	New	+$1.36M	0.11%	136
2022 Q1	$1.34M	Buy	+28,267	New	+$1.44M	0.09%	141

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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

WealthPlan Investment Management's EFV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 14% in Q2 2026, selling an estimated $168K and leaving 13,040 shares worth $998K. The position accounts for 0.05% of the portfolio, ranked #231.

WealthPlan Investment Management first reported a position in EFV in Q1 2022 and has held it in 8 quarters since. The position peaked at $4.27M in Q2 2025. 513 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

WealthPlan Investment Management held 13,040 shares of iShares MSCI EAFE Value ETF worth $998K as of Q2 2026.
WealthPlan Investment Management sold 2,171 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $168K.
iShares MSCI EAFE Value ETF made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #231 holding.
WealthPlan Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 8 quarters since.
WealthPlan Investment Management's iShares MSCI EAFE Value ETF position peaked at $4.27M in Q2 2025.
513 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.