EWP
Elevation Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
4,537
+97
| +2% | +$6.16K | 0.11% | 98 |
|
|
2025
Q1 | $262K | Hold |
4,440
| – | – | 0.11% | 94 |
|
|
2024
Q4 | $233K | Buy |
4,440
+77
| +2% | +$4.04K | 0.1% | 105 |
|
|
2024
Q3 | $251K | Hold |
4,363
| – | – | 0.11% | 99 |
|
|
2024
Q2 | $231K | Buy |
4,363
+123
| +3% | +$6.52K | 0.11% | 102 |
|
|
2024
Q1 | $231K | Buy |
4,240
+76
| +2% | +$4.13K | 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 |
|