Elevation Wealth Partners
IEFA icon

Elevation Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Elevation Wealth Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$619K Sell
6,390
-5
-0.1% -$494 0.17% 75
2026
Q2 		$618K Sell
6,395
-370
-5% -$35.5K 0.19% 74
2026
Q1 		$612K Sell
6,765
-93
-1% -$8.68K 0.22% 62
2025
Q4 		$613K Buy
6,858
+12
+0.2% +$1.06K 0.22% 63
2025
Q3 		$598K Sell
6,846
-28
-0.4% -$2.38K 0.22% 67
2025
Q2 		$574K Sell
6,874
-124
-2% -$9.8K 0.23% 66
2025
Q1 		$527K Buy
6,998
+369
+6% +$27.6K 0.23% 65
2024
Q4 		$466K Sell
6,629
-695
-9% -$51.3K 0.2% 72
2024
Q3 		$572K Sell
7,324
-37
-0.5% -$2.77K 0.25% 64
2024
Q2 		$535K Buy
7,361
+97
+1% +$7.14K 0.25% 65
2024
Q1 		$537K Sell
7,264
-333
-4% -$23.7K 0.27% 64
2023
Q4 		$492K Sell
7,597
-64
-0.8% -$4.22K 0.3% 60
2023
Q3 		$493K Sell
7,661
-82
-1% -$5.49K 0.43% 32
2023
Q2 		$548K Sell
7,743
-3,167
-29% -$215K 0.46% 29
2023
Q1 		$729K Buy
+10,910
New +$715K 0.67% 25

Other funds holding IEFA

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SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

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

Elevation Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.08% in Q3 2026, selling an estimated $494 and leaving 6,390 shares worth $619K. The position accounts for 0.17% of the portfolio, ranked #75.

Elevation Wealth Partners first reported a position in IEFA in Q1 2023 and has held it in 15 quarters since. The position peaked at $729K in Q1 2023. 1,009 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Elevation Wealth Partners held 6,390 shares of iShares Core MSCI EAFE ETF worth $619K as of Q3 2026.
  • Elevation Wealth Partners sold 5 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $494.
  • iShares Core MSCI EAFE ETF made up 0.17% of Elevation Wealth Partners's portfolio in Q3 2026, its #75 holding.
  • Elevation Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $729K in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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