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

Triad 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 Q2	$2.65M	Sell	32,717 -138,591	-81%	-$10.7M	0.16%	97
2026 Q1	$12.7M	Sell	171,308 -49,168	-22%	-$3.7M	1.01%	22
2025 Q4	$15.7M	Sell	220,476 -2,593	-1%	-$180K	1.5%	13
2025 Q3	$15.1M	Sell	223,069 -20,576	-8%	-$1.36M	1.95%	11
2025 Q2	$15.5M	Buy	243,645 +99,588	+69%	+$6.09M	3.12%	6
2025 Q1	$8.49M	Buy	144,057 +2,958	+2%	+$167K	2.64%	8
2024 Q4	$7.4M	Buy	141,099 +84,262	+148%	+$4.61M	2.67%	10
2024 Q3	$3.27M	Buy	56,837 +56,485	+16,047%	+$3.12M	1.74%	20
2024 Q2	$18.7K	Buy	+352	New	+$19.1K	0.01%	361

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Triad Wealth Partners's EFV Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 81% in Q2 2026, selling an estimated $10.7M and leaving 32,717 shares worth $2.65M. The position accounts for 0.16% of the portfolio, ranked #97.

Triad Wealth Partners first reported a position in EFV in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.7M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Triad Wealth Partners held 32,717 shares of iShares MSCI EAFE Value ETF worth $2.65M as of Q2 2026.
Triad Wealth Partners sold 138,591 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $10.7M.
iShares MSCI EAFE Value ETF made up 0.16% of Triad Wealth Partners's portfolio in Q2 2026, its #97 holding.
Triad Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $15.7M in Q4 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.