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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Avestar Capital's EFG Position: Q1 2026 in Review

Avestar Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.1% in Q1 2026, selling an estimated $27.3K and leaving 20,793 shares worth $2.32M. The position accounts for 0.15% of the portfolio, ranked #111.

Avestar Capital first reported a position in EFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.7M in Q1 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Avestar Capital held 20,793 shares of iShares MSCI EAFE Growth ETF worth $2.32M as of Q1 2026.
Avestar Capital sold 232 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $27.3K.
iShares MSCI EAFE Growth ETF made up 0.15% of Avestar Capital's portfolio in Q1 2026, its #111 holding.
Avestar Capital first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 9 quarters since.
Avestar Capital's iShares MSCI EAFE Growth ETF position peaked at $3.7M in Q1 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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