Avestar Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Avestar Capital’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.44M	Sell	20,356 -46	-0.2%	-$5.64K	0.19%	106
2026 Q2	$2.54M	Sell	20,402 -391	-2%	-$47.2K	0.14%	120
2026 Q1	$2.32M	Sell	20,793 -232	-1%	-$27.3K	0.15%	111
2025 Q4	$2.4M	Sell	21,025 -636	-3%	-$72.9K	0.16%	108
2025 Q3	$2.47M	Sell	21,661 -3,057	-12%	-$341K	0.16%	107
2025 Q2	$2.77M	Buy	24,718 +1,794	+8%	+$189K	0.19%	92
2025 Q1	$2.29M	Sell	22,924 -8,181	-26%	-$834K	0.2%	93
2024 Q4	$3.01M	Sell	31,105 -2,210	-7%	-$225K	0.26%	73
2024 Q3	$3.59M	Sell	33,315 -639	-2%	-$66.3K	0.37%	57
2024 Q2	$3.47M	Sell	33,954 -1,740	-5%	-$178K	0.35%	59
2024 Q1	$3.7M	Buy	+35,694	New	+$3.55M	0.39%	54

Other funds holding EFG

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Avestar Capital's EFG Position: Q3 2026 in Review

Avestar Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.23% in Q3 2026, selling an estimated $5.64K and leaving 20,356 shares worth $2.44M. The position accounts for 0.19% of the portfolio, ranked #106.

Avestar Capital first reported a position in EFG in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.7M in Q1 2024. 578 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Avestar Capital held 20,356 shares of iShares MSCI EAFE Growth ETF worth $2.44M as of Q3 2026.
Avestar Capital sold 46 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $5.64K.
iShares MSCI EAFE Growth ETF made up 0.19% of Avestar Capital's portfolio in Q3 2026, its #106 holding.
Avestar Capital first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 11 quarters since.
Avestar Capital's iShares MSCI EAFE Growth ETF position peaked at $3.7M in Q1 2024.
578 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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