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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
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

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

MONECO Advisors's EFA Position: Q1 2026 in Review

MONECO Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 62% in Q1 2026, buying an estimated $197K and bringing the position to 5,163 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #304.

MONECO Advisors first reported a position in EFA in Q3 2020 and has held it in 16 quarters since. The position peaked at $581K in Q1 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • MONECO Advisors held 5,163 shares of iShares MSCI EAFE ETF worth $501K as of Q1 2026.
  • MONECO Advisors bought 1,971 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $197K.
  • iShares MSCI EAFE ETF made up 0.04% of MONECO Advisors's portfolio in Q1 2026, its #304 holding.
  • MONECO Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 16 quarters since.
  • MONECO Advisors's iShares MSCI EAFE ETF position peaked at $581K in Q1 2024.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.