Elevation Wealth Partners
EFAV icon

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
Q3 		$55.9K Hold
614
– – 0.02% 362
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Elevation Wealth Partners held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 614 shares worth $55.9K. The position accounts for 0.02% of the portfolio, ranked #362.

Elevation Wealth Partners first reported a position in EFAV in Q1 2023 and has held it in 15 quarters since. The position peaked at $160K in Q4 2024. 332 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Elevation Wealth Partners held 614 shares of iShares MSCI EAFE Min Vol Factor ETF worth $55.9K as of Q3 2026.
  • Elevation Wealth Partners left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #362 holding.
  • Elevation Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $160K in Q4 2024.
  • 332 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

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