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 Q2	$2.54M	Sell	20,402 -391	-2%	-$47.1K	0.14%	119
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	0.36%	58
2024 Q1	$3.7M	Buy	+35,694	New	+$3.55M	0.39%	54

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Avestar Capital's EFG Position: Q2 2026 in Review

Avestar Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.9% in Q2 2026, selling an estimated $47.1K and leaving 20,402 shares worth $2.54M. The position accounts for 0.14% of the portfolio, ranked #119.

Avestar Capital first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.7M in Q1 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Avestar Capital held 20,402 shares of iShares MSCI EAFE Growth ETF worth $2.54M as of Q2 2026.
Avestar Capital sold 391 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $47.1K.
iShares MSCI EAFE Growth ETF made up 0.14% of Avestar Capital's portfolio in Q2 2026, its #119 holding.
Avestar Capital first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
Avestar Capital's iShares MSCI EAFE Growth ETF position peaked at $3.7M in Q1 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.