Avestar Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Avestar Capital’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-27	Closed	-$1K	–	481
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	759
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	740
2018 Q4	$1K	Sell	27 -369	-93%	-$21.6K	﹤0.01%	734
2018 Q3	$24K	Buy	396 +30	+8%	+$1.91K	0.01%	349
2018 Q2	$22K	Buy	366 +84	+30%	+$5.56K	0.01%	340
2018 Q1	$18K	Hold	282	–	–	0.01%	354
2017 Q4	$18K	Buy	+282	New	+$18.4K	0.01%	362

Other funds holding IEFA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Avestar Capital's IEFA Position: Q3 2019 in Review

Avestar Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 27 shares — an estimated $1K sold.

Avestar Capital first reported a position in IEFA in Q4 2017 and held it in 7 quarters. The position peaked at $24K in Q3 2018. 949 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

Avestar Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 27 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $1K.
Avestar Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's iShares Core MSCI EAFE ETF position peaked at $24K in Q3 2018.
949 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.