EWM
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Elevatus Welath Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Elevatus Welath Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.9M Sell
29,806
-114,141
-79% -$11.4M 1.52% 21
2025
Q4 		$13.8M Sell
143,947
-2,997
-2% -$284K 3.78% 5
2025
Q3 		$13.7M Buy
146,944
+24,994
+20% +$2.27M 3.96% 4
2025
Q2 		$10.9M Buy
121,950
+80,591
+195% +$6.88M 3.63% 6
2025
Q1 		$3.38M Buy
41,359
+33,846
+450% +$2.73M 1.92% 12
2024
Q4 		$568K Hold
7,513
– – 0.19% 52
2024
Q3 		$628K Sell
7,513
-1,499
-17% -$121K 0.21% 50
2024
Q2 		$706K Buy
9,012
+2,150
+31% +$170K 0.26% 62
2024
Q1 		$548K Buy
6,862
+50
+0.7% +$3.82K 0.22% 51
2023
Q4 		$513K Buy
+6,812
New +$481K 0.23% 51

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return