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Madison Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Madison Wealth Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.53M Buy
38,952
+183
+0.5% +$17.1K 0.56% 32
2025
Q4 		$3.47M Buy
38,769
+580
+2% +$51.3K 0.63% 30
2025
Q3 		$3.33M Buy
38,189
+429
+1% +$36.5K 0.66% 27
2025
Q2 		$3.15M Sell
37,760
-1,339
-3% -$106K 0.69% 24
2025
Q1 		$2.96M Sell
39,099
-2,576
-6% -$193K 0.73% 23
2024
Q4 		$2.93M Sell
41,675
-1,117
-3% -$82.4K 0.82% 22
2024
Q3 		$3.34M Buy
42,792
+3,124
+8% +$234K 0.99% 19
2024
Q2 		$2.88M Sell
39,668
-712
-2% -$52.4K 0.99% 19
2024
Q1 		$3M Buy
40,380
+426
+1% +$30.3K 1.08% 18
2023
Q4 		$2.81M Sell
39,954
-1,581
-4% -$104K 1.11% 18
2023
Q3 		$2.67M Sell
41,535
-207
-0.5% -$13.9K 1.35% 14
2023
Q2 		$2.82M Buy
41,742
+3,561
+9% +$241K 1.32% 15
2023
Q1 		$2.55M Buy
38,181
+2,927
+8% +$192K 1.29% 16
2022
Q4 		$2.17M Buy
35,254
+20,437
+138% +$1.2M 1.27% 15
2022
Q3 		$780K Buy
14,817
+2,779
+23% +$163K 0.51% 24
2022
Q2 		$708K Sell
12,038
-1,411
-10% -$90.5K 0.45% 25
2022
Q1 		$935K Buy
13,449
+6,641
+98% +$470K 0.52% 24
2021
Q4 		$508K Sell
6,808
-491
-7% -$36.9K 0.26% 35
2021
Q3 		$542K Sell
7,299
-49
-0.7% -$3.73K 0.31% 31
2021
Q2 		$550K Sell
7,348
-913
-11% -$68.9K 0.31% 30
2021
Q1 		$571K Hold
8,261
– – 0.4% 22
2020
Q4 		$570K Buy
+8,261
New +$534K 0.38% 23

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Madison Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.47% in Q1 2026, buying an estimated $17.1K and bringing the position to 38,952 shares worth $3.53M. The position accounts for 0.56% of the portfolio, ranked #32.

Madison Wealth Partners first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. 2,402 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Madison Wealth Partners held 38,952 shares of iShares Core MSCI EAFE ETF worth $3.53M as of Q1 2026.
  • Madison Wealth Partners bought 183 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $17.1K.
  • iShares Core MSCI EAFE ETF made up 0.56% of Madison Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Madison Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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