Elevation Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Elevation Wealth Partners’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	$53.9K	Hold	614	–	–	0.02%	286
2026 Q1	$56.1K	Hold	614	–	–	0.02%	221
2025 Q4	$53K	Sell	614 -726	-54%	-$62K	0.02%	235
2025 Q3	$114K	Buy	1,340 +45	+3%	+$3.8K	0.04%	163
2025 Q2	$109K	Sell	1,295 -296	-19%	-$24.2K	0.04%	166
2025 Q1	$124K	Sell	1,591 -671	-30%	-$50.1K	0.05%	144
2024 Q4	$160K	Buy	2,262 +938	+71%	+$69K	0.07%	126
2024 Q3	$102K	Hold	1,324	–	–	0.04%	164
2024 Q2	$91.8K	Buy	1,324 +26	+2%	+$1.82K	0.04%	167
2024 Q1	$92K	Sell	1,298 -26	-2%	-$1.81K	0.05%	165
2023 Q4	$86.3K	Hold	1,324	–	–	0.05%	164
2023 Q3	$86.3K	Hold	1,324	–	–	0.07%	106
2023 Q2	$89.4K	Buy	1,324 +25	+2%	+$1.72K	0.08%	109
2023 Q1	$87.9K	Buy	+1,299	New	+$85.5K	0.08%	111

Other funds holding EFAV

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return