Elevatus Welath Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Elevatus Welath Management’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 Q1	$933K	Sell	10,307 -769	-7%	-$71.8K	0.49%	49
2025 Q4	$991K	Buy	11,076 +630	+6%	+$55.7K	0.27%	67
2025 Q3	$912K	Buy	10,446 +230	+2%	+$19.5K	0.26%	56
2025 Q2	$853K	Hold	10,216	–	–	0.28%	50
2025 Q1	$773K	Hold	10,216	–	–	0.44%	41
2024 Q4	$718K	Sell	10,216 -1,287	-11%	-$94.9K	0.25%	46
2024 Q3	$898K	Buy	11,503 +1,693	+17%	+$127K	0.29%	43
2024 Q2	$713K	Buy	9,810 +23	+0.2%	+$1.69K	0.27%	60
2024 Q1	$726K	Sell	9,787 -869	-8%	-$61.9K	0.29%	45
2023 Q4	$750K	Sell	10,656 -3,244	-23%	-$214K	0.34%	43
2023 Q3	$894K	Buy	+13,900	New	+$931K	0.81%	25

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Elevatus Welath Management's IEFA Position: Q1 2026 in Review

Elevatus Welath Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.9% in Q1 2026, selling an estimated $71.8K and leaving 10,307 shares worth $933K. The position accounts for 0.49% of the portfolio, ranked #49.

Elevatus Welath Management first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. The position peaked at $991K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Elevatus Welath Management held 10,307 shares of iShares Core MSCI EAFE ETF worth $933K as of Q1 2026.
Elevatus Welath Management sold 769 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $71.8K.
iShares Core MSCI EAFE ETF made up 0.49% of Elevatus Welath Management's portfolio in Q1 2026, its #49 holding.
Elevatus Welath Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
Elevatus Welath Management's iShares Core MSCI EAFE ETF position peaked at $991K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.