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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

Elevation Wealth Partners held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 614 shares worth $53.9K. The position accounts for 0.02% of the portfolio, ranked #286.

Elevation Wealth Partners first reported a position in EFAV in Q1 2023 and has held it in 14 quarters since. The position peaked at $160K in Q4 2024. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Elevation Wealth Partners held 614 shares of iShares MSCI EAFE Min Vol Factor ETF worth $53.9K as of Q2 2026.
  • Elevation Wealth Partners left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #286 holding.
  • Elevation Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $160K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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