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WealthPLAN Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

WealthPLAN Partners’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 		– Sell
-20,418
Closed -$1.52M – 239
2026
Q1 		$1.52M Sell
20,418
-15,326
-43% -$1.15M 0.29% 94
2025
Q4 		$2.55M Sell
35,744
-2,190
-6% -$152K 0.38% 77
2025
Q3 		$2.57M Sell
37,934
-7,364
-16% -$485K 0.39% 83
2025
Q2 		$2.88M Buy
45,298
+14,678
+48% +$898K 0.46% 62
2025
Q1 		$1.8M Sell
30,620
-8,134
-21% -$460K 0.25% 93
2024
Q4 		$2.03M Buy
38,754
+2,412
+7% +$132K 0.29% 90
2024
Q3 		$2.09M Buy
36,342
+20,866
+135% +$1.15M 0.28% 88
2024
Q2 		$821K Sell
15,476
-9,310
-38% -$506K 0.09% 154
2024
Q1 		$1.35M Sell
24,786
-11,648
-32% -$608K 0.14% 141
2023
Q4 		$1.9M Buy
36,434
+6,427
+21% +$318K 0.2% 117
2023
Q3 		$1.47M Buy
30,007
+12,006
+67% +$595K 0.17% 128
2023
Q2 		$881K Sell
18,001
-12,383
-41% -$610K 0.12% 145
2023
Q1 		$1.47M Sell
30,384
-3,429
-10% -$166K 0.17% 117
2022
Q4 		$1.68M Buy
+33,813
New +$1.47M 0.12% 136
2022
Q1 		$1.34M Buy
28,267
+331
+1% +$16.8K 0.09% 141
2021
Q4 		$1.44M Buy
27,936
+2,616
+10% +$134K 0.09% 143
2021
Q3 		$1.29M Buy
25,320
+4,334
+21% +$225K 0.09% 150
2021
Q2 		$1.11M Buy
20,986
+6,052
+41% +$320K 0.08% 144
2021
Q1 		$776K Buy
14,934
+3,251
+28% +$162K 0.06% 169
2020
Q4 		$563K Buy
+11,683
New +$515K 0.05% 203
2018
Q4 		– Sell
-4,521
Closed -$214K – 262
2018
Q3 		$214K Sell
4,521
-19,734
-81% -$1.02M 0.04% 232
2018
Q2 		$1.25M Sell
24,255
-2,522
-9% -$138K 0.26% 88
2018
Q1 		$1.46M Sell
26,777
-39,931
-60% -$2.24M 0.32% 81
2017
Q4 		$3.68M Buy
66,708
+21,786
+48% +$1.2M 0.99% 19
2017
Q3 		$2.45M Buy
44,922
+5,631
+14% +$299K 0.69% 38
2017
Q2 		$2.03M Buy
+39,291
New +$2.03M 0.58% 49
2016
Q3 		$4.97K Buy
+108
New +$4.86K ﹤0.01% 717

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

WealthPLAN Partners's EFV Position: Q2 2026 in Review

WealthPLAN Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 20,418 shares — an estimated $1.52M sold.

WealthPLAN Partners first reported a position in EFV in Q3 2016 and held it in 27 quarters. The position peaked at $3.68M in Q4 2017. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • WealthPLAN Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 20,418 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.52M.
  • WealthPLAN Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2016 and held it in 27 quarters.
  • WealthPLAN Partners's iShares MSCI EAFE Value ETF position peaked at $3.68M in Q4 2017.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.