Number of Shares
124,515.00
Current Holdings Value*
$9.70 Mil
% of Portfolio
4.23%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
10.94%

Elevation Capital Advisory, LLC's iShares MSCI EAFE Min Vol Factor ETF Holding Summary

As of 2025-03-31, Elevation Capital Advisory, LLC held 124,515.00 shares of iShares MSCI EAFE Min Vol Factor ETF(EFAV), totaling $9.70 Mil. This investment constitutes 4.23% of their stock portfolio, and Elevation Capital Advisory, LLC now holds 0.19% of the outstanding iShares MSCI EAFE Min Vol Factor ETF(EFAV) stock.

The initial trade took place in 2025Q1. And since then Elevation Capital Advisory, LLC has made 1 purchases of EFAV, at an average price of $74.66, for a total of 124,515.00 shares. Based on historical transaction data and EFAV's current price of $82.83, Elevation Capital Advisory, LLC's estimated gain on his EFAV holdings is $1.02 Mil, reflecting a 10.94% gain to date.

Elevation Capital Advisory, LLC EFAV ($82.83) Holding Chart

Elevation Capital Advisory, LLC EFAV ($82.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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