Elevation Capital Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Elevation Capital 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 Q3	$6.91M	Buy	+75,800	New	+$7.01M	2.71%	15
2026 Q2	–	Sell	-13,430	Closed	-$1.23M	–	65
2026 Q1	$1.23M	Sell	13,430 -8,591	-39%	-$776K	0.52%	46
2025 Q4	$1.9M	Buy	+22,021	New	+$1.88M	0.78%	38
2025 Q2	–	Sell	-124,515	Closed	-$9.7M	–	58
2025 Q1	$9.7M	Buy	+124,515	New	+$9.3M	4.23%	4

Other funds holding EFAV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Elevation Capital Advisory's EFAV Position: Q3 2026 in Review

Elevation Capital Advisory opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2026: 75,800 shares worth $6.91M. The stake represents 2.71% of the portfolio and ranks #15 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in EFAV as recently as Q1 2026.

Elevation Capital Advisory first reported a position in EFAV in Q1 2025 and has held it in 4 quarters since. The position peaked at $9.7M in Q1 2025. 209 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Elevation Capital Advisory held 75,800 shares of iShares MSCI EAFE Min Vol Factor ETF worth $6.91M as of Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Elevation Capital Advisory position in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 2.71% of Elevation Capital Advisory's portfolio in Q3 2026, its #15 holding.
Elevation Capital Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 4 quarters since.
Elevation Capital Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $9.7M in Q1 2025.
209 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Elevation Capital Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.