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 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 $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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: Q1 2026 in Review

Elevate Wealth Advisory held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 3,112 shares worth $284K. The position accounts for 0.18% of the portfolio, ranked #65.

Elevate Wealth Advisory first reported a position in EFAV in Q4 2023 and has held it in 10 quarters since. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Elevate Wealth Advisory held 3,112 shares of iShares MSCI EAFE Min Vol Factor ETF worth $284K as of Q1 2026.
Elevate Wealth Advisory left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.18% of Elevate Wealth Advisory's portfolio in Q1 2026, its #65 holding.
Elevate Wealth Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.