Avestar Capital
EFA icon

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
Q3 		$64.7K Sell
623
-2,174
-78% -$230K 0.01% 514
2026
Q2 		$291K Buy
2,797
+2,174
+349% +$224K 0.02% 472
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% 210
2024
Q2 		$657K Hold
8,389
– – 0.07% 208
2024
Q1 		$670K Sell
8,389
-127,704
-94% -$9.8M 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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Avestar Capital's EFA Position: Q3 2026 in Review

Avestar Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 78% in Q3 2026, selling an estimated $230K and leaving 623 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #514.

Avestar Capital first reported a position in EFA in Q4 2017 and has held it in 22 quarters since. The position peaked at $17.9M in Q1 2023. 1,442 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Avestar Capital held 623 shares of iShares MSCI EAFE ETF worth $64.7K as of Q3 2026.
  • Avestar Capital sold 2,174 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $230K.
  • iShares MSCI EAFE ETF made up 0.01% of Avestar Capital's portfolio in Q3 2026, its #514 holding.
  • Avestar Capital first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 22 quarters since.
  • Avestar Capital's iShares MSCI EAFE ETF position peaked at $17.9M in Q1 2023.
  • 1,442 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.