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Avestar Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Avestar Capital’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
2026
Q1 		$60.5K Hold
623
– – ﹤0.01% 506
2025
Q4 		$59.8K Hold
623
– – ﹤0.01% 480
2025
Q3 		$58.2K Buy
+623
New +$56.6K ﹤0.01% 472
2025
Q1 		– Sell
-7,247
Closed -$548K – 510
2024
Q4 		$548K Sell
7,247
-1,142
-14% -$90.4K 0.05% 272
2024
Q3 		$702K Hold
8,389
– – 0.07% 209
2024
Q2 		$657K Hold
8,389
– – 0.07% 207
2024
Q1 		$670K Sell
8,389
-127,704
-94% -$9.77M 0.07% 199
2023
Q4 		$10.3M Sell
136,093
-39,158
-22% -$2.77M 1.16% 18
2023
Q3 		$12.1M Sell
175,251
-48,588
-22% -$3.48M 1.72% 11
2023
Q2 		$16.2M Sell
223,839
-26,848
-11% -$1.95M 2.6% 9
2023
Q1 		$17.9M Buy
250,687
+6
+0% +$420 3.2% 5
2022
Q4 		$16.5M Buy
+250,681
New +$15.7M 2.98% 5
2020
Q2 		– Sell
-37,692
Closed -$2.02M – 188
2020
Q1 		$2.02M Buy
37,692
+17,306
+85% +$1.1M 1.1% 19
2019
Q4 		$1.42M Buy
+20,386
New +$1.38M 0.8% 27
2019
Q2 		– Sell
-275
Closed -$17K – 881
2019
Q1 		$17K Hold
275
– – 0.01% 391
2018
Q4 		$15K Hold
275
– – 0.01% 371
2018
Q3 		$17K Sell
275
-56,915
-100% -$3.84M 0.01% 386
2018
Q2 		$3.82M Buy
57,190
+56,915
+20,696% +$3.99M 2.42% 9
2018
Q1 		$19K Sell
275
-531
-66% -$37.9K 0.01% 344
2017
Q4 		$56K Buy
+806
New +$56K 0.04% 236

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avestar Capital's EFA Position: Q1 2026 in Review

Avestar Capital held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 623 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Avestar Capital first reported a position in EFA in Q4 2017 and has held it in 20 quarters since. The position peaked at $17.9M in Q1 2023. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Avestar Capital held 623 shares of iShares MSCI EAFE ETF worth $60.5K as of Q1 2026.
  • Avestar Capital left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Avestar Capital's portfolio in Q1 2026, its #506 holding.
  • Avestar Capital first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 20 quarters since.
  • Avestar Capital's iShares MSCI EAFE ETF position peaked at $17.9M in Q1 2023.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.