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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

MONECO Advisors's EFA Position: Q2 2026 in Review

MONECO Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 111% in Q2 2026, buying an estimated $590K and bringing the position to 10,903 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #246.

MONECO Advisors first reported a position in EFA in Q3 2020 and has held it in 17 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

MONECO Advisors held 10,903 shares of iShares MSCI EAFE ETF worth $1.13M as of Q2 2026.
MONECO Advisors bought 5,740 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $590K.
iShares MSCI EAFE ETF made up 0.07% of MONECO Advisors's portfolio in Q2 2026, its #246 holding.
MONECO Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 17 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.