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Allen Mooney & Barnes Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Allen Mooney & Barnes Investment 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
2026
Q2 		$8.02M Sell
77,190
-1,621
-2% -$167K 1.22% 33
2026
Q1 		$7.65M Sell
78,811
-625
-0.8% -$62.5K 1.1% 36
2025
Q4 		$7.63M Buy
79,436
+7,727
+11% +$733K 1.15% 32
2025
Q3 		$6.7M Sell
71,709
-202
-0.3% -$18.4K 1.04% 36
2025
Q2 		$6.43M Buy
71,911
+49
+0.1% +$4.18K 1.06% 35
2025
Q1 		$5.87M Hold
71,862
– – 0.96% 39
2024
Q4 		$5.43M Buy
71,862
+3,143
+5% +$249K 0.92% 38
2024
Q3 		$5.75M Sell
68,719
-1,140
-2% -$91.7K 0.98% 33
2024
Q2 		$5.47M Sell
69,859
-5,928
-8% -$470K 0.98% 35
2024
Q1 		$5.95M Buy
75,787
+6,668
+10% +$510K 1.14% 34
2023
Q4 		$5.21M Buy
69,119
+998
+1% +$70.5K 0.99% 32
2023
Q3 		$4.69M Sell
68,121
-689
-1% -$49.4K 1% 32
2023
Q2 		$4.99M Buy
68,810
+585
+0.9% +$42.5K 1.1% 32
2023
Q1 		$4.88M Sell
68,225
-563
-0.8% -$39.4K 1.17% 33
2022
Q4 		$4.52M Sell
68,788
-3,463
-5% -$217K 1.09% 33
2022
Q3 		$4.05M Hold
72,251
– – 1.08% 34
2022
Q2 		$4.51M Sell
72,251
-879
-1% -$59.8K 1.16% 36
2022
Q1 		$5.38M Buy
+73,130
New +$5.47M 1.19% 33

Other funds holding EFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's EFA Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q2 2026, selling an estimated $167K and leaving 77,190 shares worth $8.02M. The position accounts for 1.22% of the portfolio, ranked #33.

Allen Mooney & Barnes Investment Advisors first reported a position in EFA in Q1 2022 and has held it in 18 quarters since. 1,207 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 77,190 shares of iShares MSCI EAFE ETF worth $8.02M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 1,621 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $167K.
  • iShares MSCI EAFE ETF made up 1.22% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.