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Avidian Wealth Enterprises’s iShares MSCI EAFE ETF EFA Stock Holding History

Avidian Wealth Enterprises’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
Q1 		$14.3M Buy
146,875
+85,347
+139% +$8.54M 0.45% 37
2025
Q4 		$5.91M Buy
61,528
+991
+2% +$94K 0.22% 72
2025
Q3 		$5.65M Sell
60,537
-14,524
-19% -$1.32M 0.21% 73
2025
Q2 		$6.71M Buy
75,061
+774
+1% +$66.1K 0.27% 61
2025
Q1 		$6.07M Sell
74,287
-16,809
-18% -$1.35M 0.27% 61
2024
Q4 		$6.89M Sell
91,096
-1,364
-1% -$108K 0.31% 55
2024
Q3 		$7.73M Buy
92,460
+182
+0.2% +$14.6K 0.35% 52
2024
Q2 		$7.23M Buy
92,278
+17,917
+24% +$1.42M 0.3% 51
2024
Q1 		$5.94M Sell
74,361
-2,757
-4% -$211K 0.29% 56
2023
Q4 		$5.81M Sell
77,118
-5,698
-7% -$403K 0.36% 55
2023
Q3 		$5.71M Buy
82,816
+4,058
+5% +$291K 0.4% 51
2023
Q2 		$5.71M Buy
78,758
+17,898
+29% +$1.3M 0.37% 59
2023
Q1 		$4.35M Buy
60,860
+52,755
+651% +$3.69M 0.24% 81
2022
Q4 		$532K Sell
8,105
-293
-3% -$18.4K 0.03% 267
2022
Q3 		$470K Sell
8,398
-2,641
-24% -$165K 0.03% 246
2022
Q2 		$690K Sell
11,039
-1,388
-11% -$94.5K 0.05% 218
2022
Q1 		$915K Sell
12,427
-1,207
-9% -$90.3K 0.06% 208
2021
Q4 		$1.07M Buy
+13,634
New +$1.08M 0.07% 178
2020
Q4 		– Sell
-5,676
Closed -$361K – 333
2020
Q3 		$361K Sell
5,676
-246
-4% -$15.7K 0.04% 195
2020
Q2 		$360K Buy
5,922
+764
+15% +$44.2K 0.05% 165
2020
Q1 		$276K Sell
5,158
-7,234
-58% -$459K 0.04% 149
2019
Q4 		$861K Sell
12,392
-120
-1% -$8.11K 0.12% 72
2019
Q3 		$816K Buy
+12,512
New +$806K 0.13% 66

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avidian Wealth Enterprises's EFA Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares MSCI EAFE ETF (EFA) stake by 139% in Q1 2026, buying an estimated $8.54M and bringing the position to 146,875 shares worth $14.3M. The position accounts for 0.45% of the portfolio, ranked #37.

Avidian Wealth Enterprises first reported a position in EFA in Q3 2019 and has held it in 23 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Avidian Wealth Enterprises held 146,875 shares of iShares MSCI EAFE ETF worth $14.3M as of Q1 2026.
  • Avidian Wealth Enterprises bought 85,347 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $8.54M.
  • iShares MSCI EAFE ETF made up 0.45% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #37 holding.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 23 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.