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Everpar Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Everpar Advisors’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
-3,109
Closed -$235K – 255
2024
Q4 		$235K Buy
+3,109
New +$246K 0.12% 236
2024
Q1 		– Sell
-4,750
Closed -$358K – 241
2023
Q4 		$358K Buy
+4,750
New +$336K 0.17% 191

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Everpar Advisors's EFA Position: Q1 2025 in Review

Everpar Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 3,109 shares — an estimated $235K sold.

Everpar Advisors first reported a position in EFA in Q4 2023 and held it in 2 quarters. The position peaked at $358K in Q4 2023. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Everpar Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Everpar Advisors sold 3,109 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $235K.
  • Everpar Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 2 quarters.
  • Everpar Advisors's iShares MSCI EAFE ETF position peaked at $358K in Q4 2023.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Everpar Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.