MONECO Advisors
EFA icon

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

MONECO 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
Q3 		$1.36M Buy
13,106
+2,203
+20% +$233K 0.08% 221
2026
Q2 		$1.13M Buy
10,903
+5,740
+111% +$590K 0.07% 246
2026
Q1 		$501K Buy
5,163
+1,971
+62% +$197K 0.04% 304
2025
Q4 		$307K Buy
3,192
+775
+32% +$73.5K 0.02% 393
2025
Q3 		$226K Sell
2,417
-22
-0.9% -$2K 0.02% 454
2025
Q2 		$218K Buy
+2,439
New +$208K 0.02% 443
2024
Q4 		– Sell
-2,439
Closed -$204K – 474
2024
Q3 		$204K Buy
+2,439
New +$196K 0.03% 422
2024
Q2 		– Sell
-7,281
Closed -$581K – 427
2024
Q1 		$581K Buy
7,281
+4,573
+169% +$350K 0.09% 222
2023
Q4 		$204K Buy
+2,708
New +$191K 0.04% 367
2022
Q4 		– Sell
-8,449
Closed -$473K – 272
2022
Q3 		$473K Sell
8,449
-39
-0.5% -$2.43K 0.19% 123
2022
Q2 		$530K Buy
8,488
+5,099
+150% +$347K 0.21% 115
2022
Q1 		$249K Hold
3,389
– – 0.09% 208
2021
Q4 		$257K Hold
3,389
– – 0.1% 202
2021
Q3 		$264K Hold
3,389
– – 0.1% 198
2021
Q2 		$267K Sell
3,389
-1,523
-31% -$121K 0.12% 171
2021
Q1 		$373K Buy
4,912
+882
+22% +$66.4K 0.18% 127
2020
Q4 		$302K Sell
4,030
-38
-0.9% -$2.6K 0.17% 131
2020
Q3 		$259K Buy
+4,068
New +$260K 0.17% 119

Other funds holding EFA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

MONECO Advisors's EFA Position: Q3 2026 in Review

MONECO Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 20% in Q3 2026, buying an estimated $233K and bringing the position to 13,106 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #221.

MONECO Advisors first reported a position in EFA in Q3 2020 and has held it in 18 quarters since. 1,442 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • MONECO Advisors held 13,106 shares of iShares MSCI EAFE ETF worth $1.36M as of Q3 2026.
  • MONECO Advisors bought 2,203 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $233K.
  • iShares MSCI EAFE ETF made up 0.08% of MONECO Advisors's portfolio in Q3 2026, its #221 holding.
  • MONECO Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 18 quarters since.
  • 1,442 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.