Elevate Wealth Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Elevate Wealth Advisory’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Sell	3,041 -71	-2%	-$6.44K	0.15%	74
2026 Q1	$284K	Hold	3,112	–	–	0.18%	65
2025 Q4	$268K	Buy	3,112 +5	+0.2%	+$427	0.18%	62
2025 Q3	$264K	Hold	3,107	–	–	0.19%	62
2025 Q2	$261K	Buy	3,107 +91	+3%	+$7.45K	0.19%	67
2025 Q1	$235K	Hold	3,016	–	–	0.17%	68
2024 Q4	$210K	Sell	3,016 -35	-1%	-$2.58K	0.16%	66
2024 Q3	$234K	Sell	3,051 -125	-4%	-$9.23K	0.17%	64
2024 Q2	$220K	Sell	3,176 -410	-11%	-$28.8K	0.18%	63
2024 Q1	$254K	Sell	3,586 -111	-3%	-$7.72K	0.22%	49
2023 Q4	$256K	Buy	+3,697	New	+$245K	0.23%	51

Other funds holding EFAV

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Elevate Wealth Advisory's EFAV Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.3% in Q2 2026, selling an estimated $6.44K and leaving 3,041 shares worth $267K. The position accounts for 0.15% of the portfolio, ranked #74.

Elevate Wealth Advisory first reported a position in EFAV in Q4 2023 and has held it in 11 quarters since. The position peaked at $284K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Elevate Wealth Advisory held 3,041 shares of iShares MSCI EAFE Min Vol Factor ETF worth $267K as of Q2 2026.
Elevate Wealth Advisory sold 71 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $6.44K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.15% of Elevate Wealth Advisory's portfolio in Q2 2026, its #74 holding.
Elevate Wealth Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $284K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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