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 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

SAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Elevation Capital Advisory's EFAV Position: Q2 2026 in Review

Elevation Capital Advisory sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 13,430 shares — an estimated $1.23M sold.

Elevation Capital Advisory first reported a position in EFAV in Q1 2025 and held it in 3 quarters. The position peaked at $9.7M in Q1 2025. 233 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Elevation Capital Advisory reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Elevation Capital Advisory sold 13,430 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.23M.
Elevation Capital Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and held it in 3 quarters.
Elevation Capital Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $9.7M in Q1 2025.
233 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.