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MONECO Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MONECO Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.36M Sell
37,127
-244
-0.7% -$22.8K 0.26% 91
2025
Q4 		$3.34M Buy
37,371
+2,942
+9% +$260K 0.27% 78
2025
Q3 		$3.01M Sell
34,429
-915
-3% -$77.7K 0.25% 88
2025
Q2 		$2.95M Sell
35,344
-5,864
-14% -$465K 0.27% 83
2025
Q1 		$3.12M Sell
41,208
-2,873
-7% -$215K 0.32% 72
2024
Q4 		$3.1M Buy
44,081
+12,278
+39% +$906K 0.33% 74
2024
Q3 		$2.48M Sell
31,803
-978
-3% -$73.2K 0.31% 90
2024
Q2 		$2.38M Sell
32,781
-1,812
-5% -$133K 0.35% 80
2024
Q1 		$2.57M Buy
34,593
+15,672
+83% +$1.12M 0.41% 64
2023
Q4 		$1.33M Buy
+18,921
New +$1.25M 0.25% 101
2021
Q2 		– Sell
-2,842
Closed -$205K – 230
2021
Q1 		$205K Buy
+2,842
New +$203K 0.1% 209

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MONECO Advisors's IEFA Position: Q1 2026 in Review

MONECO Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.65% in Q1 2026, selling an estimated $22.8K and leaving 37,127 shares worth $3.36M. The position accounts for 0.26% of the portfolio, ranked #91.

MONECO Advisors first reported a position in IEFA in Q1 2021 and has held it in 11 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • MONECO Advisors held 37,127 shares of iShares Core MSCI EAFE ETF worth $3.36M as of Q1 2026.
  • MONECO Advisors sold 244 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $22.8K.
  • iShares Core MSCI EAFE ETF made up 0.26% of MONECO Advisors's portfolio in Q1 2026, its #91 holding.
  • MONECO Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 11 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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