Elevation Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Elevation Wealth Partners’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$783K	Buy	7,539 +45	+0.6%	+$4.63K	0.23%	58
2026 Q1	$728K	Sell	7,494 -187	-2%	-$18.7K	0.26%	55
2025 Q4	$738K	Sell	7,681 -296	-4%	-$28.1K	0.26%	55
2025 Q3	$745K	Sell	7,977 -152	-2%	-$13.8K	0.27%	56
2025 Q2	$727K	Buy	8,129 +104	+1%	+$8.88K	0.29%	56
2025 Q1	$656K	Hold	8,025	–	–	0.28%	57
2024 Q4	$607K	Buy	8,025 +82	+1%	+$6.49K	0.26%	57
2024 Q3	$664K	Hold	7,943	–	–	0.29%	54
2024 Q2	$622K	Buy	7,943 +103	+1%	+$8.16K	0.29%	53
2024 Q1	$626K	Buy	7,840 +760	+11%	+$58.1K	0.31%	55
2023 Q4	$488K	Buy	7,080 +985	+16%	+$69.6K	0.29%	61
2023 Q3	$420K	Hold	6,095	–	–	0.36%	37
2023 Q2	$442K	Hold	6,095	–	–	0.37%	37
2023 Q1	$436K	Buy	+6,095	New	+$426K	0.4%	36

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Elevation Wealth Partners's EFA Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 0.6% in Q2 2026, buying an estimated $4.63K and bringing the position to 7,539 shares worth $783K. The position accounts for 0.23% of the portfolio, ranked #58.

Elevation Wealth Partners first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. 975 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Elevation Wealth Partners held 7,539 shares of iShares MSCI EAFE ETF worth $783K as of Q2 2026.
Elevation Wealth Partners bought 45 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.63K.
iShares MSCI EAFE ETF made up 0.23% of Elevation Wealth Partners's portfolio in Q2 2026, its #58 holding.
Elevation Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.