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

Madison Wealth Partners’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$331K Sell
2,661
-1
-0% -$121 0.04% 197
2026
Q1 		$296K Buy
2,662
+82
+3% +$9.64K 0.05% 162
2025
Q4 		$294K Buy
2,580
+18
+0.7% +$2.06K 0.05% 151
2025
Q3 		$292K Sell
2,562
-29
-1% -$3.23K 0.06% 127
2025
Q2 		$290K Sell
2,591
-5
-0.2% -$527 0.06% 123
2025
Q1 		$260K Sell
2,596
-4
-0.2% -$408 0.06% 126
2024
Q4 		$252K Sell
2,600
-150
-5% -$15.2K 0.07% 131
2024
Q3 		$296K Hold
2,750
– – 0.09% 115
2024
Q2 		$281K Sell
2,750
-28
-1% -$2.86K 0.1% 102
2024
Q1 		$288K Buy
2,778
+19
+0.7% +$1.89K 0.1% 99
2023
Q4 		$267K Buy
2,759
+115
+4% +$10.3K 0.11% 100
2023
Q3 		$228K Hold
2,644
– – 0.12% 79
2023
Q2 		$252K Buy
+2,644
New +$252K 0.12% 78

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Madison Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.04% in Q2 2026, selling an estimated $121 and leaving 2,661 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #197.

Madison Wealth Partners first reported a position in EFG in Q2 2023 and has held it in 13 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Madison Wealth Partners held 2,661 shares of iShares MSCI EAFE Growth ETF worth $331K as of Q2 2026.
  • Madison Wealth Partners sold 1 iShares MSCI EAFE Growth ETF share in Q2 2026, an estimated $121.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • Madison Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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