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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
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 $374B AUM 17.66% 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

Medallion Wealth Advisors's EFV Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q1 2026 at 116 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Medallion Wealth Advisors first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Medallion Wealth Advisors held 116 shares of iShares MSCI EAFE Value ETF worth $8.63K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #783 holding.
  • Medallion Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.