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Medallion Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Medallion Wealth Advisors’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 		$8.88K Hold
116
– – ﹤0.01% 769
2026
Q1 		$8.63K Hold
116
– – ﹤0.01% 783
2025
Q4 		$8.28K Hold
116
– – ﹤0.01% 781
2025
Q3 		$7.87K Hold
116
– – ﹤0.01% 790
2025
Q2 		$7.38K Hold
116
– – ﹤0.01% 778
2025
Q1 		$6.84K Hold
116
– – ﹤0.01% 744
2024
Q4 		$6.09K Buy
+116
New +$6.35K ﹤0.01% 728

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Medallion Wealth Advisors's EFV Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 116 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Medallion Wealth Advisors first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Medallion Wealth Advisors held 116 shares of iShares MSCI EAFE Value ETF worth $8.88K as of Q2 2026.
  • Medallion Wealth Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #769 holding.
  • Medallion Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.