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

Madison 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
Q2 		$551K Buy
7,199
+2,849
+65% +$221K 0.07% 147
2026
Q1 		$323K Buy
4,350
+160
+4% +$12K 0.05% 157
2025
Q4 		$299K Buy
4,190
+1,061
+34% +$73.7K 0.05% 147
2025
Q3 		$212K Sell
3,129
-247
-7% -$16.3K 0.04% 172
2025
Q2 		$214K Sell
3,376
-29
-0.9% -$1.77K 0.05% 158
2025
Q1 		$201K Sell
3,405
-608
-15% -$34.4K 0.05% 152
2024
Q4 		$211K Hold
4,013
– – 0.06% 145
2024
Q3 		$231K Buy
+4,013
New +$222K 0.07% 136

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Madison Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 65% in Q2 2026, buying an estimated $221K and bringing the position to 7,199 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #147.

Madison Wealth Partners first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Madison Wealth Partners held 7,199 shares of iShares MSCI EAFE Value ETF worth $551K as of Q2 2026.
  • Madison Wealth Partners bought 2,849 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $221K.
  • iShares MSCI EAFE Value ETF made up 0.07% of Madison Wealth Partners's portfolio in Q2 2026, its #147 holding.
  • Madison Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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