EWA
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Elevate Wealth Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Elevate Wealth Advisory’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-338
Closed -$37.9K – 125
2025
Q2 		$37.9K Buy
+338
New +$35.7K 0.03% 108

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elevate Wealth Advisory's EFG Position: Q3 2025 in Review

Elevate Wealth Advisory sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 338 shares — an estimated $37.9K sold.

Elevate Wealth Advisory first reported a position in EFG in Q2 2025 and held it in 1 quarter. The position peaked at $37.9K in Q2 2025. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Elevate Wealth Advisory reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 338 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $37.9K.
  • Elevate Wealth Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and held it in 1 quarter.
  • Elevate Wealth Advisory's iShares MSCI EAFE Growth ETF position peaked at $37.9K in Q2 2025.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Elevate Wealth Advisory's 13F filing for Q3 2025, filed 24 Oct 2025.