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

Moneta Group Investment 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 		$243M Buy
2,684,302
+159,101
+6% +$14.8M 1.83% 11
2025
Q4 		$226M Buy
2,525,201
+175,334
+7% +$15.5M 1.71% 11
2025
Q3 		$205M Buy
2,349,867
+210,749
+10% +$17.9M 1.63% 11
2025
Q2 		$179M Buy
2,139,118
+114,159
+6% +$9.06M 2.13% 10
2025
Q1 		$153M Buy
2,024,959
+5,917
+0.3% +$442K 2.11% 11
2024
Q4 		$142M Buy
2,019,042
+148,202
+8% +$10.9M 1.99% 13
2024
Q3 		$146M Buy
1,870,840
+17,672
+1% +$1.32M 2.12% 12
2024
Q2 		$135M Buy
1,853,168
+62,162
+3% +$4.57M 2.15% 11
2024
Q1 		$133M Buy
1,791,006
+260,772
+17% +$18.6M 2.17% 11
2023
Q4 		$108M Buy
1,530,234
+202,739
+15% +$13.4M 2.13% 12
2023
Q3 		$85.4M Buy
1,327,495
+258,141
+24% +$17.3M 1.94% 12
2023
Q2 		$72.2M Buy
1,069,354
+64,829
+6% +$4.4M 1.6% 13
2023
Q1 		$67.2M Buy
1,004,525
+207,608
+26% +$13.6M 1.61% 14
2022
Q4 		$53.4M Sell
796,917
-37,847
-5% -$2.23M 1.46% 17
2022
Q3 		$44M Sell
834,764
-12,815
-2% -$754K 1.67% 15
2022
Q2 		$49.9M Buy
847,579
+218,749
+35% +$14M 1.7% 15
2022
Q1 		$43.7M Buy
628,830
+43,567
+7% +$3.08M 1.72% 17
2021
Q4 		$43.7M Buy
585,263
+44,212
+8% +$3.32M 1.78% 17
2021
Q3 		$40.2M Buy
541,051
+37,418
+7% +$2.85M 1.85% 16
2021
Q2 		$37.7M Buy
503,633
+4,827
+1% +$364K 1.74% 17
2021
Q1 		$35.9M Buy
498,806
+45,643
+10% +$3.26M 1.9% 15
2020
Q4 		$31.3M Buy
453,163
+20,482
+5% +$1.32M 2.25% 12
2020
Q3 		$26.1M Sell
432,681
-62,228
-13% -$3.75M 2.27% 10
2020
Q2 		$28.3M Buy
494,909
+82,442
+20% +$4.47M 2.69% 6
2020
Q1 		$20.6M Buy
412,467
+109,923
+36% +$6.54M 2.14% 13
2019
Q4 		$19.7M Buy
302,544
+16,331
+6% +$1.04M 1.66% 14
2019
Q3 		$17.5M Buy
286,213
+57,158
+25% +$3.45M 1.63% 15
2019
Q2 		$14.1M Buy
229,055
+16,467
+8% +$1.01M 1.39% 19
2019
Q1 		$12.9M Buy
212,588
+16,824
+9% +$993K 1.35% 19
2018
Q4 		$10.8M Sell
195,764
-116,473
-37% -$6.83M 1.28% 21
2018
Q3 		$20M Buy
312,237
+62,382
+25% +$3.98M 2.05% 12
2018
Q2 		$15.8M Buy
249,855
+124,349
+99% +$8.23M 1.76% 12
2018
Q1 		$8.27M Buy
125,506
+9,903
+9% +$665K 1.1% 20
2017
Q4 		$7.64M Sell
115,603
-1,719
-1% -$112K 1.16% 18
2017
Q3 		$7.53M Sell
117,322
-8,132
-6% -$509K 1.17% 19
2017
Q2 		$7.64M Buy
125,454
+5,665
+5% +$342K 1.24% 17
2017
Q1 		$6.94M Sell
119,789
-17,879
-13% -$1.01M 1.38% 16
2016
Q4 		$7.38M Buy
137,668
+23,139
+20% +$1.24M 1.51% 15
2016
Q3 		$6.32M Buy
114,529
+15,670
+16% +$846K 1.43% 16
2016
Q2 		$5.13M Sell
98,859
-13,248
-12% -$708K 1.12% 17
2016
Q1 		$5.96M Buy
112,107
+21,433
+24% +$1.09M 1.32% 16
2015
Q4 		$4.93M Buy
+90,674
New +$5.03M 1.21% 17

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

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

Moneta Group Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.3% in Q1 2026, buying an estimated $14.8M and bringing the position to 2,684,302 shares worth $243M. The position accounts for 1.83% of the portfolio, ranked #11.

Moneta Group Investment Advisors first reported a position in IEFA in Q4 2015 and has held it in 42 quarters since. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Moneta Group Investment Advisors held 2,684,302 shares of iShares Core MSCI EAFE ETF worth $243M as of Q1 2026.
  • Moneta Group Investment Advisors bought 159,101 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14.8M.
  • iShares Core MSCI EAFE ETF made up 1.83% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #11 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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