EWP
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
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% -$9.84K 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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Elevation Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.5% in Q2 2026, selling an estimated $35.5K and leaving 6,395 shares worth $618K. The position accounts for 0.19% of the portfolio, ranked #74.

Elevation Wealth Partners first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $729K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Elevation Wealth Partners held 6,395 shares of iShares Core MSCI EAFE ETF worth $618K as of Q2 2026.
  • Elevation Wealth Partners sold 370 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $35.5K.
  • iShares Core MSCI EAFE ETF made up 0.19% of Elevation Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Elevation Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $729K in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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