Elevation Wealth Partners
EFA icon

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
Q3 		$778K Sell
7,493
-46
-0.6% -$4.87K 0.22% 60
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

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
First Horizon Corporation
First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Elevation Wealth Partners's EFA Position: Q3 2026 in Review

Elevation Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.61% in Q3 2026, selling an estimated $4.87K and leaving 7,493 shares worth $778K. The position accounts for 0.22% of the portfolio, ranked #60.

Elevation Wealth Partners first reported a position in EFA in Q1 2023 and has held it in 15 quarters since. The position peaked at $783K in Q2 2026. 899 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Elevation Wealth Partners held 7,493 shares of iShares MSCI EAFE ETF worth $778K as of Q3 2026.
  • Elevation Wealth Partners sold 46 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $4.87K.
  • iShares MSCI EAFE ETF made up 0.22% of Elevation Wealth Partners's portfolio in Q3 2026, its #60 holding.
  • Elevation Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares MSCI EAFE ETF position peaked at $783K in Q2 2026.
  • 899 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.