EWP
Elevation Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
1,295
-296
| -19% | -$24.9K | 0.04% | 166 |
|
|
2025
Q1 | $124K | Sell |
1,591
-671
| -30% | -$52.3K | 0.05% | 144 |
|
|
2024
Q4 | $160K | Buy |
2,262
+938
| +71% | +$66.3K | 0.07% | 126 |
|
|
2024
Q3 | $102K | Hold |
1,324
| – | – | 0.04% | 164 |
|
|
2024
Q2 | $91.8K | Buy |
1,324
+26
| +2% | +$1.8K | 0.04% | 167 |
|
|
2024
Q1 | $92K | Sell |
1,298
-26
| -2% | -$1.84K | 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% | +$1.69K | 0.08% | 109 |
|
|
2023
Q1 | $87.9K | Buy |
+1,299
| New | +$87.9K | 0.08% | 111 |
|