Avantax Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Avantax Advisory Services’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 Q2	$24.5M	Sell	274,321 -20,383	-7%	-$1.74M	0.13%	116
2025 Q1	$24.1M	Sell	294,704 -42,445	-13%	-$3.42M	0.15%	107
2024 Q4	$25.5M	Buy	337,149 +106,731	+46%	+$8.45M	0.16%	98
2024 Q3	$19.3M	Buy	230,418 +3,968	+2%	+$319K	0.13%	126
2024 Q2	$17.7M	Buy	226,450 +54,118	+31%	+$4.29M	0.13%	124
2024 Q1	$13.8M	Sell	172,332 -18,631	-10%	-$1.43M	0.12%	126
2023 Q4	$14.4M	Buy	190,963 +19,162	+11%	+$1.35M	0.14%	115
2023 Q3	$11.8M	Buy	171,801 +4,631	+3%	+$332K	0.13%	121
2023 Q2	$12.1M	Buy	167,170 +4,857	+3%	+$353K	0.14%	120
2023 Q1	$11.6M	Sell	162,313 -4,149	-2%	-$290K	0.14%	120
2022 Q4	$10.9M	Buy	166,462 +43,211	+35%	+$2.71M	0.15%	120
2022 Q3	$6.9M	Sell	123,251 -27,690	-18%	-$1.73M	0.11%	154
2022 Q2	$9.43M	Buy	150,941 +32,334	+27%	+$2.2M	0.14%	113
2022 Q1	$8.74M	Sell	118,607 -85,271	-42%	-$6.38M	0.12%	124
2021 Q4	$16M	Buy	203,878 +14,601	+8%	+$1.16M	0.24%	64
2021 Q3	$14.8M	Buy	189,277 +9,799	+5%	+$784K	0.25%	62
2021 Q2	$14.2M	Buy	179,478 +11,237	+7%	+$893K	0.26%	63
2021 Q1	$12.8M	Buy	168,241 +25,501	+18%	+$1.92M	0.27%	60
2020 Q4	$10.4M	Sell	142,740 -232,719	-62%	-$15.9M	0.25%	64
2020 Q3	$23.9M	Buy	375,459 +200,271	+114%	+$12.8M	0.38%	45
2020 Q2	$10.7M	Sell	175,188 -25,757	-13%	-$1.49M	0.31%	55
2020 Q1	$10.7M	Buy	200,945 +7,536	+4%	+$478K	0.32%	49
2019 Q4	$13.4M	Buy	193,409 +158,410	+453%	+$10.7M	0.31%	50
2019 Q3	$2.28M	Buy	34,999 +7,160	+26%	+$461K	0.09%	115
2019 Q2	$1.83M	Buy	27,839 +2,587	+10%	+$169K	0.08%	129
2019 Q1	$1.64M	Buy	25,252 +15,626	+162%	+$984K	0.09%	128
2018 Q4	$565K	Buy	+9,626	New	+$601K	0.1%	203

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avantax Advisory Services's EFA Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI EAFE ETF (EFA) stake by 6.9% in Q2 2025, selling an estimated $1.74M and leaving 274,321 shares worth $24.5M. The position accounts for 0.13% of the portfolio, ranked #116.

Avantax Advisory Services first reported a position in EFA in Q4 2018 and has held it in 27 quarters since. The position peaked at $25.5M in Q4 2024. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Avantax Advisory Services held 274,321 shares of iShares MSCI EAFE ETF worth $24.5M as of Q2 2025.
Avantax Advisory Services sold 20,383 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $1.74M.
iShares MSCI EAFE ETF made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #116 holding.
Avantax Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares MSCI EAFE ETF position peaked at $25.5M in Q4 2024.
2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.