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 Q1	$10.1K	Hold	136	–	–	﹤0.01%	382
2025 Q4	$9.71K	Buy	136 +69	+103%	+$4.79K	﹤0.01%	358
2025 Q3	$4.54K	Hold	67	–	–	﹤0.01%	435
2025 Q2	$4.25K	Hold	67	–	–	﹤0.01%	414
2025 Q1	$3.95K	Hold	67	–	–	﹤0.01%	423
2024 Q4	$3.52K	Buy	+67	New	+$3.67K	﹤0.01%	447
2022 Q2	–	Sell	-833	Closed	-$42K	–	445
2022 Q1	$42K	Hold	833	–	–	0.01%	152
2021 Q4	$42K	Buy	+833	New	+$42.5K	0.01%	150
2020 Q2	–	Sell	-280	Closed	-$10K	–	428
2020 Q1	$10K	Sell	280 -19,144	-99%	-$852K	0.01%	201
2019 Q4	$970K	Buy	+19,424	New	+$952K	0.63%	27

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IAG Wealth Partners's EFV Position: Q1 2026 in Review

IAG Wealth Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q1 2026 at 136 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

IAG Wealth Partners first reported a position in EFV in Q4 2019 and has held it in 10 quarters since. The position peaked at $970K in Q4 2019. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

IAG Wealth Partners held 136 shares of iShares MSCI EAFE Value ETF worth $10.1K as of Q1 2026.
IAG Wealth Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #382 holding.
IAG Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 10 quarters since.
IAG Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $970K in Q4 2019.
1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.