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 Q2	$12M	Buy	115,675 +85,869	+288%	+$8.83M	2.92%	4
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Elevatus Welath Management's EFA Position: Q2 2026 in Review

Elevatus Welath Management increased its iShares MSCI EAFE ETF (EFA) stake by 288% in Q2 2026, buying an estimated $8.83M and bringing the position to 115,675 shares worth $12M. The position accounts for 2.92% of the portfolio, ranked #4.

Elevatus Welath Management first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q4 2025. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Elevatus Welath Management held 115,675 shares of iShares MSCI EAFE ETF worth $12M as of Q2 2026.
Elevatus Welath Management bought 85,869 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $8.83M.
iShares MSCI EAFE ETF made up 2.92% of Elevatus Welath Management's portfolio in Q2 2026, its #4 holding.
Elevatus Welath Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Elevatus Welath Management's iShares MSCI EAFE ETF position peaked at $13.8M in Q4 2025.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.