IAG Wealth Partners
EFV icon

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

IAG Wealth 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
Q3 		$27.9K Buy
706
+434
+160% +$17.5K ﹤0.01% 288
2026
Q2 		$10.4K Hold
272
– – ﹤0.01% 379
2026
Q1 		$10.1K Hold
272
– – ﹤0.01% 382
2025
Q4 		$9.7K Buy
272
+138
+103% +$4.8K ﹤0.01% 358
2025
Q3 		$4.54K Hold
134
– – ﹤0.01% 435
2025
Q2 		$4.25K Hold
134
– – ﹤0.01% 414
2025
Q1 		$3.95K Hold
134
– – ﹤0.01% 423
2024
Q4 		$3.52K Buy
+134
New +$3.67K ﹤0.01% 447
2022
Q2 		– Sell
-1,666
Closed -$42K – 445
2022
Q1 		$42K Hold
1,666
– – 0.01% 152
2021
Q4 		$42K Buy
+1,666
New +$42.5K 0.01% 150
2020
Q2 		– Sell
-560
Closed -$10K – 428
2020
Q1 		$10K Sell
560
-38,288
-99% -$852K 0.01% 201
2019
Q4 		$970K Buy
+38,848
New +$952K 0.63% 27

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IAG Wealth Partners's EFV Position: Q3 2026 in Review

IAG Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 160% in Q3 2026, buying an estimated $17.5K and bringing the position to 706 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

IAG Wealth Partners first reported a position in EFV in Q4 2019 and has held it in 12 quarters since. The position peaked at $970K in Q4 2019. 903 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • IAG Wealth Partners held 706 shares of iShares MSCI EAFE Value ETF worth $27.9K as of Q3 2026.
  • IAG Wealth Partners bought 434 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $17.5K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #288 holding.
  • IAG Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 12 quarters since.
  • IAG Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $970K in Q4 2019.
  • 903 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.