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American Capital Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

American Capital Advisory’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
2025
Q1 		– Sell
-114
Closed -$8.62K – 816
2024
Q4 		$8.62K Hold
114
– – ﹤0.01% 311
2024
Q3 		$9.53K Hold
114
– – 0.01% 299
2024
Q2 		$8.59K Sell
114
-35
-23% -$2.77K 0.01% 268
2024
Q1 		$10.7K Buy
149
+35
+31% +$2.68K 0.01% 244
2023
Q4 		$8.59K Buy
+114
New +$8.06K 0.01% 268

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Capital Advisory's EFA Position: Q1 2025 in Review

American Capital Advisory sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 114 shares — an estimated $8.62K sold.

American Capital Advisory first reported a position in EFA in Q4 2023 and held it in 5 quarters. The position peaked at $10.7K in Q1 2024. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • American Capital Advisory reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • American Capital Advisory sold 114 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $8.62K.
  • American Capital Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 5 quarters.
  • American Capital Advisory's iShares MSCI EAFE ETF position peaked at $10.7K in Q1 2024.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on American Capital Advisory's 13F filing for Q1 2025, filed 28 Apr 2025.