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 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%	+$5.93K	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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SEIA

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Elevation Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.7% in Q2 2026, buying an estimated $9.6K and bringing the position to 4,764 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #96.

Elevation Wealth Partners first reported a position in EFV in Q1 2023 and has held it in 14 quarters since. 524 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Elevation Wealth Partners held 4,764 shares of iShares MSCI EAFE Value ETF worth $365K as of Q2 2026.
Elevation Wealth Partners bought 124 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $9.6K.
iShares MSCI EAFE Value ETF made up 0.11% of Elevation Wealth Partners's portfolio in Q2 2026, its #96 holding.
Elevation Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and has held it in 14 quarters since.
524 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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