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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Madison Wealth Partners's EFA Position: Q1 2026 in Review

Madison Wealth Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,579 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #181.

Madison Wealth Partners first reported a position in EFA in Q2 2021 and has held it in 11 quarters since. The position peaked at $261K in Q2 2022. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Madison Wealth Partners held 2,579 shares of iShares MSCI EAFE ETF worth $250K as of Q1 2026.
Madison Wealth Partners left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #181 holding.
Madison Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 11 quarters since.
Madison Wealth Partners's iShares MSCI EAFE ETF position peaked at $261K in Q2 2022.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.