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iShares MSCI EAFE Value Index shares owned by Planning Strategies

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $19k 253 76.55

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Morgan Stanley
Bank of America Corporation
Jones Financial Companies, L.L
Ameriprise Financial
Park Avenue Securities
Auto-Owners Insurance
Envestnet Portfolio Solutions
Mml Investors Services
Cetera Investment Advisers
Alliancebernstein
Dynasty Wealth Management
UBS Group

View all funds holding iShares MSCI EAFE Value Index