Aviso Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Aviso Financial’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
2025 Q1	–	Sell	-173	Closed	-$13.1K	–	358
2024 Q4	$13.1K	Buy	+173	New	+$13.7K	﹤0.01%	294

Other funds holding EFA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aviso Financial's EFA Position: Q1 2025 in Review

Aviso Financial sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 173 shares — an estimated $13.1K sold.

Aviso Financial first reported a position in EFA in Q4 2024 and held it in 1 quarter. The position peaked at $13.1K in Q4 2024. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

Aviso Financial reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Aviso Financial sold 173 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $13.1K.
Aviso Financial first reported a position in iShares MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
Aviso Financial's iShares MSCI EAFE ETF position peaked at $13.1K in Q4 2024.
1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Aviso Financial's 13F filing for Q1 2025, filed 13 May 2025.