EWG Elevate Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, EWG Elevate Inc. opened 173 positions, added to 253, reduced 167 and sold out of 163.
- Q2 2025: Stock IXG; Country of operation —; Class GLOBAL FINLS ETF; Shares before 9,682.
- Q2 2025: Stock SCHF; Country of operation —; Class INTL EQTY ETF; Shares before 559,188.
- Q2 2025: Stock EFA; Country of operation —; Class MSCI EAFE ETF; Shares before 32,860.
- Q2 2025: Stock XLF; Country of operation —; Class FINANCIAL; Shares before 8,078.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1765278), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | IXG
ISHARES TR | | GLOBAL FINLS ETF | 9,682 | 101,304 | +91,622 | $997,399 | $11,226,496 | +$10,229,097 | 2025-07-15 |
|---|
| Q2 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 559,188 | 946,141 | +386,953 | $11,060,730 | $20,909,710 | +$9,848,980 | 2025-07-15 |
|---|
| Q2 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 32,860 | 74,126 | +41,266 | $2,685,648 | $6,626,125 | +$3,940,477 | 2025-07-15 |
|---|
| Q2 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 8,078 | 80,841 | +72,763 | $402,365 | $4,233,631 | +$3,831,266 | 2025-07-15 |
|---|
| Q2 2025 | BALI
BLACKROCK ETF TRUST | | ISHARES ADVANTAG | 670,262 | 731,859 | +61,597 | $19,296,831 | $22,036,281 | +$2,739,450 | 2025-07-15 |
|---|
| Q2 2025 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 45,368 | 83,842 | +38,474 | $2,592,334 | $4,766,441 | +$2,174,107 | 2025-07-15 |
|---|
| Q2 2025 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 80,047 | 117,308 | +37,261 | $3,498,063 | $5,658,916 | +$2,160,853 | 2025-07-15 |
|---|
| Q2 2025 | INTF
ISHARES TR | | INTL EQTY FACTOR | 12,839 | 59,564 | +46,725 | $395,952 | $2,038,868 | +$1,642,916 | 2025-07-15 |
|---|
| Q2 2025 | SCHV
SCHWAB STRATEGIC TR | | US LCAP VA ETF | 337,726 | 351,064 | +13,338 | $8,976,747 | $9,713,939 | +$737,192 | 2025-07-15 |
|---|
| Q2 2025 | RDVY
FIRST TR EXCHANGE TRADED FD | | RISNG DIVD ACHIV | 92,594 | 96,264 | +3,670 | $5,420,479 | $6,039,584 | +$619,105 | 2025-07-15 |
|---|
| Q2 2025 | USVM
VICTORY PORTFOLIOS II | | USAA MSCI USA SM | 26,451 | 31,538 | +5,087 | $2,082,753 | $2,646,327 | +$563,574 | 2025-07-15 |
|---|
| Q2 2025 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 13,906 | 16,017 | +2,111 | $2,376,450 | $2,928,274 | +$551,824 | 2025-07-15 |
|---|
| Q2 2025 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 17,239 | 21,934 | +4,695 | $1,502,740 | $1,998,230 | +$495,490 | 2025-07-15 |
|---|
| Q2 2025 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 8,195 | 10,323 | +2,128 | $1,526,555 | $2,012,992 | +$486,437 | 2025-07-15 |
|---|
| Q2 2025 | SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 74,879 | 81,031 | +6,152 | $1,754,413 | $2,050,074 | +$295,661 | 2025-07-15 |
|---|
| Q2 2025 | SDVY
FIRST TR EXCHANGE-TRADED FD | | SMID RISNG ETF | 82,545 | 86,685 | +4,140 | $2,765,264 | $3,058,243 | +$292,979 | 2025-07-15 |
|---|
| Q2 2025 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 4,784 | 7,118 | +2,334 | $351,355 | $524,109 | +$172,754 | 2025-07-15 |
|---|
| Q2 2025 | EZU
ISHARES INC | | MSCI EURZONE ETF | 18,477 | 18,957 | +480 | $983,900 | $1,126,993 | +$143,093 | 2025-07-15 |
|---|
| Q2 2025 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 23,993 | 24,215 | +222 | $952,281 | $1,046,586 | +$94,305 | 2025-07-15 |
|---|
| Q2 2025 | AGG
ISHARES TR | | CORE US AGGBD ET | 8,404 | 8,718 | +314 | $831,324 | $864,826 | +$33,502 | 2025-07-15 |
|---|
| Q2 2025 | PTNQ
PACER FDS TR | | TRENDPILOT 100 | 9,537 | 9,933 | +396 | $677,222 | $708,917 | +$31,695 | 2025-07-15 |
|---|
| Q2 2025 | DBL
DOUBLELINE OPPORTUNISTIC CR | | COM | 10,300 | 11,530 | +1,230 | $160,989 | $177,331 | +$16,342 | 2025-07-15 |
|---|
| Q2 2025 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 33,085 | 33,357 | +272 | $3,059,339 | $3,074,853 | +$15,514 | 2025-07-15 |
|---|
| Q2 2025 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 4,375 | 4,402 | +27 | $334,980 | $340,423 | +$5,443 | 2025-07-15 |
|---|
| Q2 2025 | PTLC
PACER FDS TR | | TRENDP US LAR CP | 47,055 | 47,593 | +538 | $2,420,988 | $2,415,829 | -$5,159 | 2025-07-15 |
|---|
| Q2 2025 | SLYV
SPDR SERIES TRUST | | S&P 600 SMCP VAL | 2,956 | 2,961 | +5 | $231,752 | $236,146 | +$4,394 | 2025-07-15 |
|---|
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