EWP
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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 1,249 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.
  • 1,249 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.