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MONECO Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MONECO Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$487K Sell
4,369
-73
-2% -$8.59K 0.04% 311
2025
Q4 		$506K Buy
4,442
+5
+0.1% +$573 0.04% 304
2025
Q3 		$505K Sell
4,437
-147
-3% -$16.4K 0.04% 303
2025
Q2 		$513K Sell
4,584
-2,115
-32% -$223K 0.05% 292
2025
Q1 		$670K Buy
6,699
+1,173
+21% +$120K 0.07% 228
2024
Q4 		$535K Buy
5,526
+550
+11% +$55.9K 0.06% 267
2024
Q3 		$536K Sell
4,976
-24
-0.5% -$2.49K 0.07% 247
2024
Q2 		$511K Sell
5,000
-4,080
-45% -$417K 0.08% 235
2024
Q1 		$942K Sell
9,080
-356
-4% -$35.4K 0.15% 155
2023
Q4 		$914K Buy
9,436
+3,726
+65% +$334K 0.17% 141
2023
Q3 		$493K Buy
5,710
+345
+6% +$31.8K 0.13% 181
2023
Q2 		$512K Buy
5,365
+344
+7% +$32.7K 0.14% 174
2023
Q1 		$470K Buy
+5,021
New +$452K 0.14% 172
2022
Q2 		– Sell
-2,400
Closed -$231K – 253
2022
Q1 		$231K Sell
2,400
-316
-12% -$31.1K 0.08% 218
2021
Q4 		$269K Sell
2,716
-146
-5% -$16K 0.1% 197
2021
Q3 		$305K Buy
+2,862
New +$315K 0.12% 183

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MONECO Advisors's EFG Position: Q1 2026 in Review

MONECO Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.6% in Q1 2026, selling an estimated $8.59K and leaving 4,369 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #311.

MONECO Advisors first reported a position in EFG in Q3 2021 and has held it in 16 quarters since. The position peaked at $942K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • MONECO Advisors held 4,369 shares of iShares MSCI EAFE Growth ETF worth $487K as of Q1 2026.
  • MONECO Advisors sold 73 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $8.59K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of MONECO Advisors's portfolio in Q1 2026, its #311 holding.
  • MONECO Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and has held it in 16 quarters since.
  • MONECO Advisors's iShares MSCI EAFE Growth ETF position peaked at $942K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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