Madden Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Madden Advisory Services’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	$1.51M	Sell	19,775 -122	-0.6%	-$9.45K	0.54%	44
2026 Q1	$1.48M	Buy	19,897 +4,157	+26%	+$312K	0.58%	42
2025 Q4	$1.12M	Buy	15,740 +489	+3%	+$34K	0.45%	48
2025 Q3	$1.03M	Buy	15,251 +1,692	+12%	+$111K	0.4%	51
2025 Q2	$861K	Buy	13,559 +277	+2%	+$16.9K	0.37%	53
2025 Q1	$783K	Buy	13,282 +302	+2%	+$17.1K	0.36%	54
2024 Q4	$681K	Buy	12,980 +164	+1%	+$8.98K	0.32%	56
2024 Q3	$737K	Buy	12,816 +3,163	+33%	+$175K	0.34%	55
2024 Q2	$512K	Buy	9,653 +516	+6%	+$28K	0.26%	60
2024 Q1	$497K	Buy	9,137 +7	+0.1%	+$365	0.26%	61
2023 Q4	$476K	Buy	9,130 +764	+9%	+$37.8K	0.27%	59
2023 Q3	$409K	Buy	8,366 +305	+4%	+$15.1K	0.26%	59
2023 Q2	$395K	Hold	8,061	–	–	0.26%	62
2023 Q1	$391K	Hold	8,061	–	–	0.27%	61
2022 Q4	$370K	Hold	8,061	–	–	0.28%	63
2022 Q3	$311K	Hold	8,061	–	–	0.25%	64
2022 Q2	$350K	Hold	8,061	–	–	0.27%	64
2022 Q1	$405K	Buy	8,061 +52	+0.6%	+$2.64K	0.28%	54
2021 Q4	$404K	Buy	8,009 +34	+0.4%	+$1.74K	0.27%	52
2021 Q3	$406K	Buy	7,975 +273	+4%	+$14.1K	0.29%	52
2021 Q2	$399K	Sell	7,702 -258	-3%	-$13.6K	0.3%	47
2021 Q1	$406K	Sell	7,960 -1,292	-14%	-$64.3K	0.32%	45
2020 Q4	$437K	Buy	9,252 +930	+11%	+$41K	0.37%	41
2020 Q3	$335K	Hold	8,322	–	–	0.32%	48
2020 Q2	$332K	Sell	8,322 -14,915	-64%	-$569K	0.34%	47
2020 Q1	$829K	Buy	+23,237	New	+$1.03M	0.57%	39

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Madden Advisory Services's EFV Position: Q2 2026 in Review

Madden Advisory Services reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.61% in Q2 2026, selling an estimated $9.45K and leaving 19,775 shares worth $1.51M. The position accounts for 0.54% of the portfolio, ranked #44.

Madden Advisory Services first reported a position in EFV in Q1 2020 and has held it in 26 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Madden Advisory Services held 19,775 shares of iShares MSCI EAFE Value ETF worth $1.51M as of Q2 2026.
Madden Advisory Services sold 122 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $9.45K.
iShares MSCI EAFE Value ETF made up 0.54% of Madden Advisory Services's portfolio in Q2 2026, its #44 holding.
Madden Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 26 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.