Elevation Wealth Partners
EFV icon

Elevation Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Elevation Wealth Partners’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$377K Hold
4,764
– – 0.11% 99
2026
Q2 		$365K Buy
4,764
+124
+3% +$9.6K 0.11% 96
2026
Q1 		$345K Hold
4,640
– – 0.12% 90
2025
Q4 		$331K Buy
4,640
+103
+2% +$7.16K 0.12% 94
2025
Q3 		$308K Hold
4,537
– – 0.11% 97
2025
Q2 		$288K Buy
4,537
+97
+2% +$5.94K 0.11% 98
2025
Q1 		$262K Hold
4,440
– – 0.11% 94
2024
Q4 		$233K Buy
4,440
+77
+2% +$4.22K 0.1% 105
2024
Q3 		$251K Hold
4,363
– – 0.11% 99
2024
Q2 		$231K Buy
4,363
+123
+3% +$6.69K 0.11% 102
2024
Q1 		$231K Buy
4,240
+76
+2% +$3.97K 0.12% 102
2023
Q4 		$204K Hold
4,164
– – 0.12% 101
2023
Q3 		$204K Hold
4,164
– – 0.18% 57
2023
Q2 		$204K Hold
4,164
– – 0.17% 57
2023
Q1 		$202K Buy
+4,164
New +$202K 0.19% 60

Other funds holding EFV

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

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

Elevation Wealth Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 4,764 shares worth $377K. The position accounts for 0.11% of the portfolio, ranked #99.

Elevation Wealth Partners first reported a position in EFV in Q1 2023 and has held it in 15 quarters since. 483 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Elevation Wealth Partners held 4,764 shares of iShares MSCI EAFE Value ETF worth $377K as of Q3 2026.
  • Elevation Wealth Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.11% of Elevation Wealth Partners's portfolio in Q3 2026, its #99 holding.
  • Elevation Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and has held it in 15 quarters since.
  • 483 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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