XY Planning Network
EFV icon

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

XY Planning Network’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
Q3 		$426K Buy
5,381
+224
+4% +$18.1K 0.05% 269
2026
Q2 		$395K Sell
5,157
-31,102
-86% -$2.41M 0.05% 240
2026
Q1 		$2.73M Buy
36,259
+5,313
+17% +$399K 0.44% 54
2025
Q4 		$2.21M Buy
+30,946
New +$2.15M 0.39% 62

Other funds holding EFV

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

XY Planning Network's EFV Position: Q3 2026 in Review

XY Planning Network increased its iShares MSCI EAFE Value ETF (EFV) stake by 4.3% in Q3 2026, buying an estimated $18.1K and bringing the position to 5,381 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #269.

XY Planning Network first reported a position in EFV in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.73M in Q1 2026. 444 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • XY Planning Network held 5,381 shares of iShares MSCI EAFE Value ETF worth $426K as of Q3 2026.
  • XY Planning Network bought 224 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $18.1K.
  • iShares MSCI EAFE Value ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #269 holding.
  • XY Planning Network first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's iShares MSCI EAFE Value ETF position peaked at $2.73M in Q1 2026.
  • 444 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.