Madison Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Madison Wealth Partners’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Buy	2,705 +126	+5%	+$13K	0.04%	216
2026 Q1	$250K	Hold	2,579	–	–	0.04%	181
2025 Q4	$248K	Buy	2,579 +396	+18%	+$37.6K	0.05%	170
2025 Q3	$204K	Buy	+2,183	New	+$198K	0.04%	177
2024 Q4	–	Sell	-2,430	Closed	-$203K	–	155
2024 Q3	$203K	Sell	2,430 -556	-19%	-$44.7K	0.06%	143
2024 Q2	$234K	Buy	2,986 +117	+4%	+$9.27K	0.08%	117
2024 Q1	$229K	Sell	2,869 -18	-0.6%	-$1.38K	0.08%	113
2023 Q4	$218K	Buy	+2,887	New	+$204K	0.09%	109
2023 Q3	–	Sell	-2,786	Closed	-$202K	–	96
2023 Q2	$202K	Buy	+2,786	New	+$202K	0.09%	92
2022 Q3	–	Sell	-4,178	Closed	-$261K	–	71
2022 Q2	$261K	Buy	+4,178	New	+$284K	0.17%	61
2021 Q4	–	Sell	-2,987	Closed	-$233K	–	78
2021 Q3	$233K	Buy	2,987 +18	+0.6%	+$1.44K	0.13%	60
2021 Q2	$234K	Buy	+2,969	New	+$236K	0.13%	55

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Madison Wealth Partners's EFA Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 4.9% in Q2 2026, buying an estimated $13K and bringing the position to 2,705 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #216.

Madison Wealth Partners first reported a position in EFA in Q2 2021 and has held it in 12 quarters since. 2,269 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Madison Wealth Partners held 2,705 shares of iShares MSCI EAFE ETF worth $281K as of Q2 2026.
Madison Wealth Partners bought 126 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $13K.
iShares MSCI EAFE ETF made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #216 holding.
Madison Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 12 quarters since.
2,269 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.