EWA
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Elevate Wealth Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Elevate Wealth Advisory’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 		$5.65M Buy
73,816
+666
+0.9% +$51.6K 3.23% 11
2026
Q1 		$5.44M Sell
73,150
-2,439
-3% -$183K 3.43% 10
2025
Q4 		$5.4M Sell
75,589
-1,771
-2% -$123K 3.69% 9
2025
Q3 		$5.25M Sell
77,360
-1,628
-2% -$107K 3.81% 10
2025
Q2 		$5.01M Sell
78,988
-3,591
-4% -$220K 3.57% 10
2025
Q1 		$4.87M Sell
82,579
-1,008
-1% -$57K 3.45% 9
2024
Q4 		$4.39M Buy
83,587
+959
+1% +$52.5K 3.29% 9
2024
Q3 		$4.75M Sell
82,628
-337
-0.4% -$18.6K 3.53% 9
2024
Q2 		$4.4M Sell
82,965
-384
-0.5% -$20.9K 3.57% 9
2024
Q1 		$4.53M Sell
83,349
-619
-0.7% -$32.3K 3.95% 7
2023
Q4 		$4.37M Buy
+83,968
New +$4.16M 4.01% 7

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Elevate Wealth Advisory increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.91% in Q2 2026, buying an estimated $51.6K and bringing the position to 73,816 shares worth $5.65M. The position accounts for 3.23% of the portfolio, ranked #11.

Elevate Wealth Advisory first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Elevate Wealth Advisory held 73,816 shares of iShares MSCI EAFE Value ETF worth $5.65M as of Q2 2026.
  • Elevate Wealth Advisory bought 666 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $51.6K.
  • iShares MSCI EAFE Value ETF made up 3.23% of Elevate Wealth Advisory's portfolio in Q2 2026, its #11 holding.
  • Elevate Wealth Advisory first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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