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 Q3	$5.15M	Buy	53,143 +14,710	+38%	+$1.45M	0.3%	66
2026 Q2	$3.71M	Buy	38,433 +1,306	+4%	+$125K	0.23%	95
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

MONECO Advisors's IEFA Position: Q3 2026 in Review

MONECO Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 38% in Q3 2026, buying an estimated $1.45M and bringing the position to 53,143 shares worth $5.15M. The position accounts for 0.3% of the portfolio, ranked #66.

MONECO Advisors first reported a position in IEFA in Q1 2021 and has held it in 13 quarters since. 1,833 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

MONECO Advisors held 53,143 shares of iShares Core MSCI EAFE ETF worth $5.15M as of Q3 2026.
MONECO Advisors bought 14,710 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.45M.
iShares Core MSCI EAFE ETF made up 0.3% of MONECO Advisors's portfolio in Q3 2026, its #66 holding.
MONECO Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 13 quarters since.
1,833 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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