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

Moneta Group Investment 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 		$49.1M Sell
440,596
-38,199
-8% -$4.49M 0.37% 43
2025
Q4 		$54.5M Buy
478,795
+31,025
+7% +$3.56M 0.41% 41
2025
Q3 		$51M Buy
447,770
+68,097
+18% +$7.59M 0.41% 41
2025
Q2 		$42.5M Buy
379,673
+213,563
+129% +$22.5M 0.51% 41
2025
Q1 		$16.6M Buy
166,110
+21,429
+15% +$2.18M 0.23% 63
2024
Q4 		$14M Buy
144,681
+50,677
+54% +$5.15M 0.2% 71
2024
Q3 		$10.1M Sell
94,004
-13,312
-12% -$1.38M 0.15% 89
2024
Q2 		$11M Sell
107,316
-9,367
-8% -$957K 0.18% 76
2024
Q1 		$12.1M Sell
116,683
-4,219
-3% -$420K 0.2% 72
2023
Q4 		$11.7M Sell
120,902
-763
-0.6% -$68.4K 0.23% 66
2023
Q3 		$10.5M Buy
121,665
+3,566
+3% +$329K 0.24% 65
2023
Q2 		$11.3M Sell
118,099
-617
-0.5% -$58.7K 0.25% 61
2023
Q1 		$11.1M Buy
118,716
+11,340
+11% +$1.02M 0.27% 62
2022
Q4 		$9.83M Sell
107,376
-22,999
-18% -$1.86M 0.27% 63
2022
Q3 		$9.46M Sell
130,375
-4,151
-3% -$339K 0.36% 62
2022
Q2 		$10.8M Buy
134,526
+24,159
+22% +$2.1M 0.37% 59
2022
Q1 		$10.6M Buy
110,367
+6,096
+6% +$599K 0.42% 56
2021
Q4 		$11.5M Buy
104,271
+10,677
+11% +$1.17M 0.47% 50
2021
Q3 		$9.96M Buy
93,594
+6,756
+8% +$744K 0.46% 51
2021
Q2 		$9.32M Buy
86,838
+4,238
+5% +$450K 0.43% 57
2021
Q1 		$8.3M Buy
82,600
+6,057
+8% +$616K 0.44% 60
2020
Q4 		$7.72M Buy
76,543
+2,055
+3% +$194K 0.56% 46
2020
Q3 		$6.7M Buy
74,488
+2,968
+4% +$263K 0.58% 39
2020
Q2 		$5.94M Buy
71,520
+4,947
+7% +$386K 0.56% 42
2020
Q1 		$4.73M Buy
66,573
+8,322
+14% +$674K 0.49% 45
2019
Q4 		$5.04M Buy
58,251
+1,761
+3% +$147K 0.42% 48
2019
Q3 		$4.55M Buy
56,490
+3,958
+8% +$317K 0.43% 44
2019
Q2 		$4.24M Buy
+52,532
New +$4.15M 0.42% 43
2018
Q4 		– Sell
-521
Closed -$42K – 220
2018
Q3 		$42K Buy
+521
New +$41.5K ﹤0.01% 234
2015
Q4 		– Sell
-1,180
Closed -$75K – 219
2015
Q3 		$75K Buy
+1,180
New +$80.4K 0.02% 194

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

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

Moneta Group Investment Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8% in Q1 2026, selling an estimated $4.49M and leaving 440,596 shares worth $49.1M. The position accounts for 0.37% of the portfolio, ranked #43.

Moneta Group Investment Advisors first reported a position in EFG in Q3 2015 and has held it in 30 quarters since. The position peaked at $54.5M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Moneta Group Investment Advisors held 440,596 shares of iShares MSCI EAFE Growth ETF worth $49.1M as of Q1 2026.
  • Moneta Group Investment Advisors sold 38,199 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $4.49M.
  • iShares MSCI EAFE Growth ETF made up 0.37% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #43 holding.
  • Moneta Group Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2015 and has held it in 30 quarters since.
  • Moneta Group Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $54.5M in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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