Triad Wealth Partners
EFV icon

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
Q3 		$2.29M Sell
57,782
-7,652
-12% -$308K 0.13% 104
2026
Q2 		$2.65M Sell
65,434
-277,182
-81% -$10.7M 0.16% 97
2026
Q1 		$12.7M Sell
342,616
-98,336
-22% -$3.7M 1.01% 22
2025
Q4 		$15.7M Sell
440,952
-5,186
-1% -$180K 1.5% 13
2025
Q3 		$15.1M Sell
446,138
-41,152
-8% -$1.36M 1.95% 11
2025
Q2 		$15.5M Buy
487,290
+199,176
+69% +$6.09M 3.12% 6
2025
Q1 		$8.49M Buy
288,114
+5,916
+2% +$167K 2.64% 8
2024
Q4 		$7.4M Buy
282,198
+168,524
+148% +$4.62M 2.67% 10
2024
Q3 		$3.27M Buy
113,674
+112,970
+16,047% +$3.12M 1.74% 20
2024
Q2 		$18.7K Buy
+704
New +$19.1K 0.01% 361

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Triad Wealth Partners's EFV Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 12% in Q3 2026, selling an estimated $308K and leaving 57,782 shares worth $2.29M. The position accounts for 0.13% of the portfolio, ranked #104.

Triad Wealth Partners first reported a position in EFV in Q2 2024 and has held it in 10 quarters since. The position peaked at $15.7M in Q4 2025. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Triad Wealth Partners held 57,782 shares of iShares MSCI EAFE Value ETF worth $2.29M as of Q3 2026.
  • Triad Wealth Partners sold 7,652 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $308K.
  • iShares MSCI EAFE Value ETF made up 0.13% of Triad Wealth Partners's portfolio in Q3 2026, its #104 holding.
  • Triad Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 10 quarters since.
  • Triad Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $15.7M in Q4 2025.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.