EWM
Elevatus Welath Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
121,950
+80,591
| +195% | +$7.2M | 3.63% | 6 |
|
|
2025
Q1 | $3.38M | Buy |
41,359
+33,846
| +450% | +$2.77M | 1.92% | 12 |
|
|
2024
Q4 | $568K | Hold |
7,513
| – | – | 0.19% | 52 |
|
|
2024
Q3 | $628K | Sell |
7,513
-1,499
| -17% | -$125K | 0.21% | 50 |
|
|
2024
Q2 | $706K | Buy |
9,012
+2,150
| +31% | +$168K | 0.26% | 62 |
|
|
2024
Q1 | $548K | Buy |
6,862
+50
| +0.7% | +$3.99K | 0.22% | 51 |
|
|
2023
Q4 | $513K | Buy |
+6,812
| New | +$513K | 0.23% | 51 |
|