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Moneta Group Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Moneta Group Investment 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
Q1 		$35.6M Sell
366,270
-9,245
-2% -$925K 0.27% 51
2025
Q4 		$36.1M Buy
375,515
+744
+0.2% +$70.6K 0.27% 51
2025
Q3 		$35M Buy
374,771
+38,732
+12% +$3.52M 0.28% 53
2025
Q2 		$30M Buy
336,039
+2,946
+0.9% +$252K 0.36% 51
2025
Q1 		$27.2M Buy
333,093
+8,877
+3% +$715K 0.38% 49
2024
Q4 		$24.5M Sell
324,216
-11,729
-3% -$929K 0.34% 53
2024
Q3 		$28.1M Buy
335,945
+17,004
+5% +$1.37M 0.41% 47
2024
Q2 		$25M Buy
318,941
+1,324
+0.4% +$105K 0.4% 46
2024
Q1 		$25.4M Buy
317,617
+33,678
+12% +$2.58M 0.41% 46
2023
Q4 		$21.4M Buy
283,939
+5,125
+2% +$362K 0.42% 45
2023
Q3 		$19.2M Buy
278,814
+17,057
+7% +$1.22M 0.44% 45
2023
Q2 		$19M Buy
261,757
+13,146
+5% +$955K 0.42% 47
2023
Q1 		$17.8M Buy
248,611
+66,791
+37% +$4.67M 0.43% 48
2022
Q4 		$13M Sell
181,820
-13,752
-7% -$861K 0.36% 52
2022
Q3 		$11M Sell
195,572
-9,085
-4% -$566K 0.42% 52
2022
Q2 		$12.8M Buy
204,657
+11,736
+6% +$799K 0.44% 53
2022
Q1 		$14.2M Buy
192,921
+2,402
+1% +$180K 0.56% 46
2021
Q4 		$15M Buy
190,519
+3,197
+2% +$253K 0.61% 41
2021
Q3 		$14.6M Buy
187,322
+4,132
+2% +$331K 0.67% 43
2021
Q2 		$14.4M Sell
183,190
-914
-0.5% -$72.6K 0.67% 39
2021
Q1 		$14M Buy
184,104
+39,847
+28% +$3M 0.74% 36
2020
Q4 		$10.5M Sell
144,257
-3,284
-2% -$225K 0.76% 33
2020
Q3 		$9.39M Buy
147,541
+3,661
+3% +$234K 0.82% 33
2020
Q2 		$8.76M Sell
143,880
-42,222
-23% -$2.44M 0.83% 33
2020
Q1 		$9.95M Sell
186,102
-30,761
-14% -$1.95M 1.04% 26
2019
Q4 		$15.1M Sell
216,863
-12,504
-5% -$845K 1.26% 20
2019
Q3 		$15M Buy
229,367
+3,382
+1% +$218K 1.4% 17
2019
Q2 		$14.9M Sell
225,985
-10,740
-5% -$703K 1.46% 16
2019
Q1 		$15.4M Sell
236,725
-21,594
-8% -$1.36M 1.6% 15
2018
Q4 		$15.2M Sell
258,319
-9,038
-3% -$564K 1.81% 15
2018
Q3 		$18.2M Buy
267,357
+10,396
+4% +$702K 1.86% 13
2018
Q2 		$17.2M Buy
256,961
+14,328
+6% +$1M 1.92% 11
2018
Q1 		$16.9M Buy
242,633
+4,764
+2% +$340K 2.25% 11
2017
Q4 		$16.7M Buy
237,869
+15,365
+7% +$1.07M 2.53% 10
2017
Q3 		$15.2M Sell
222,504
-6,029
-3% -$403K 2.37% 10
2017
Q2 		$14.9M Sell
228,533
-8,947
-4% -$579K 2.43% 9
2017
Q1 		$14.8M Buy
237,480
+3,260
+1% +$197K 2.93% 9
2016
Q4 		$13.5M Buy
234,220
+1,263
+0.5% +$72.8K 2.77% 9
2016
Q3 		$13.8M Sell
232,957
-21,169
-8% -$1.23M 3.13% 9
2016
Q2 		$14.2M Sell
254,126
-27,875
-10% -$1.6M 3.1% 9
2016
Q1 		$16.1M Sell
282,001
-90,369
-24% -$4.98M 3.58% 10
2015
Q4 		$21.9M Sell
372,370
-68,372
-16% -$4.12M 5.37% 6
2015
Q3 		$25.3M Buy
440,742
+9,736
+2% +$601K 7.03% 2
2015
Q2 		$27.4M Buy
431,006
+173,225
+67% +$11.5M 8.35% 2
2015
Q1 		$16.5M Buy
257,781
+5,943
+2% +$374K 7.09% 4
2014
Q4 		$15.3M Buy
251,838
+2,653
+1% +$166K 7.37% 3
2014
Q3 		$16M Buy
249,185
+5,251
+2% +$350K 8.32% 2
2014
Q2 		$16.7M Buy
243,934
+5,855
+2% +$401K 8.98% 2
2014
Q1 		$16M Buy
238,079
+9,826
+4% +$649K 9.44% 2
2013
Q4 		$15.3M Buy
228,253
+7,879
+4% +$515K 9.23% 2
2013
Q3 		$14.1M Sell
220,374
-226
-0.1% -$13.8K 9.26% 2
2013
Q2 		$12.6M Buy
+220,600
New +$13.3M 8.9% 2

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moneta Group Investment Advisors's EFA Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.5% in Q1 2026, selling an estimated $925K and leaving 366,270 shares worth $35.6M. The position accounts for 0.27% of the portfolio, ranked #51.

Moneta Group Investment Advisors first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.1M in Q4 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Moneta Group Investment Advisors held 366,270 shares of iShares MSCI EAFE ETF worth $35.6M as of Q1 2026.
  • Moneta Group Investment Advisors sold 9,245 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $925K.
  • iShares MSCI EAFE ETF made up 0.27% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • Moneta Group Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's iShares MSCI EAFE ETF position peaked at $36.1M in Q4 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.