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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
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 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Madison Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 3.8% in Q1 2026, buying an estimated $12K and bringing the position to 4,350 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #157.

Madison Wealth Partners first reported a position in EFV in Q3 2024 and has held it in 7 quarters since. 1,256 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Madison Wealth Partners held 4,350 shares of iShares MSCI EAFE Value ETF worth $323K as of Q1 2026.
  • Madison Wealth Partners bought 160 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $12K.
  • iShares MSCI EAFE Value ETF made up 0.05% of Madison Wealth Partners's portfolio in Q1 2026, its #157 holding.
  • Madison Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,256 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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