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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
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

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
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
AL
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
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

XY Planning Network's EFV Position: Q2 2026 in Review

XY Planning Network reduced its iShares MSCI EAFE Value ETF (EFV) stake by 86% in Q2 2026, selling an estimated $2.41M and leaving 5,157 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #240.

XY Planning Network first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.73M in Q1 2026. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • XY Planning Network held 5,157 shares of iShares MSCI EAFE Value ETF worth $395K as of Q2 2026.
  • XY Planning Network sold 31,102 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.41M.
  • iShares MSCI EAFE Value ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #240 holding.
  • XY Planning Network first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's iShares MSCI EAFE Value ETF position peaked at $2.73M in Q1 2026.
  • 418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.