MONECO Advisors
EFG icon

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
Q3 		$532K Buy
13,326
+213
+2% +$8.71K 0.03% 373
2026
Q2 		$544K Buy
13,113
+6
+0% +$241 0.03% 350
2026
Q1 		$487K Sell
13,107
-219
-2% -$8.58K 0.04% 311
2025
Q4 		$506K Buy
13,326
+15
+0.1% +$573 0.04% 304
2025
Q3 		$505K Sell
13,311
-441
-3% -$16.4K 0.04% 303
2025
Q2 		$513K Sell
13,752
-6,345
-32% -$223K 0.05% 292
2025
Q1 		$670K Buy
20,097
+3,519
+21% +$120K 0.07% 228
2024
Q4 		$535K Buy
16,578
+1,650
+11% +$55.9K 0.06% 267
2024
Q3 		$536K Sell
14,928
-72
-0.5% -$2.49K 0.07% 247
2024
Q2 		$511K Sell
15,000
-12,240
-45% -$417K 0.08% 235
2024
Q1 		$942K Sell
27,240
-1,068
-4% -$35.4K 0.15% 155
2023
Q4 		$914K Buy
28,308
+11,178
+65% +$334K 0.17% 141
2023
Q3 		$493K Buy
17,130
+1,035
+6% +$31.8K 0.13% 181
2023
Q2 		$512K Buy
16,095
+1,032
+7% +$32.7K 0.14% 174
2023
Q1 		$470K Buy
+15,063
New +$452K 0.14% 172
2022
Q2 		– Sell
-7,200
Closed -$231K – 253
2022
Q1 		$231K Sell
7,200
-948
-12% -$31.1K 0.08% 218
2021
Q4 		$269K Sell
8,148
-438
-5% -$16K 0.1% 197
2021
Q3 		$305K Buy
+8,586
New +$315K 0.12% 183

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MONECO Advisors's EFG Position: Q3 2026 in Review

MONECO Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.6% in Q3 2026, buying an estimated $8.71K and bringing the position to 13,326 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #373.

MONECO Advisors first reported a position in EFG in Q3 2021 and has held it in 18 quarters since. The position peaked at $942K in Q1 2024. 657 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • MONECO Advisors held 13,326 shares of iShares MSCI EAFE Growth ETF worth $532K as of Q3 2026.
  • MONECO Advisors bought 213 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $8.71K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of MONECO Advisors's portfolio in Q3 2026, its #373 holding.
  • MONECO Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • MONECO Advisors's iShares MSCI EAFE Growth ETF position peaked at $942K in Q1 2024.
  • 657 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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