Planning Strategies Inc.’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Planning Strategies Inc.’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	$19.4K	Buy	+253	New	+$19.6K	0.01%	250

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planning Strategies Inc.'s EFV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 253 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

540 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Planning Strategies Inc. held 253 shares of iShares MSCI EAFE Value ETF worth $19.4K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #250 holding.
540 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.