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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
3,376
-29
-0.9% -$1.84K 0.05% 158
2025
Q1
$201K Sell
3,405
-608
-15% -$35.8K 0.05% 152
2024
Q4
$211K Hold
4,013
0.06% 145
2024
Q3
$231K Buy
+4,013
New +$231K 0.07% 136