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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$745K Sell
2025
Q2
$727K Buy
2025
Q1
$656K Hold
2024
Q4
$607K Buy
2024
Q3
$664K Hold
2024
Q2
$622K Buy
2024
Q1
$626K Buy
2023
Q4
$488K Buy
2023
Q3
$420K Hold
2023
Q2
$442K Hold
2023
Q1
$436K Buy