EF

EQ/Franklin Moderate Allocation

Mutual Fund
EQ/Franklin Moderate Allocation
Last update 2025-06-23 505 Stocks (5 new)
Value $161.00 Mil Turnover 2 %
Countries:
EQ/Franklin Moderate Allocatio... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA
iShares Core MSCI EAFE ETF
974,634
73,731.1
+2.56%
45.870
+1.14%
0.060
+11.09%
+22.93%
146,414.2
 
IJH
iShares Core S&P Mid-Cap ETF
195,370
11,399.8
+1.28%
7.090
+0.09%
0.010
+12.58%
+3.00%
97,797.3
 
IWM
iShares Russell 2000 ETF
55,773
11,126.2
+4.68%
6.920
+0.31%
0.020
+15.51%
+1.68%
64,783.6
 
AAPL
Apple Inc
20,374
4,525.7
-3.84%
2.820
-0.13%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
10,080
3,783.9
-3.30%
2.350
-0.09%
0.000
+32.15%
+21.67%
3,797,138.0
Software
NVDA
NVIDIA Corp
33,214
3,599.7
-3.43%
2.240
-0.10%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
AMZN
Amazon.com Inc
12,792
2,433.8
-2.49%
1.510
-0.04%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
META
Meta Platforms Inc
2,970
1,711.8
-2.81%
1.070
-0.03%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
BRK.B
Berkshire Hathaway Inc
2,486
1,324.0
-3.16%
0.820
-0.02%
0.000
-9.60%
+6.03%
1,036,369.2
Insurance
GOOGL
Alphabet Inc
7,912
1,223.5
-3.41%
0.760
-0.03%
0.000
+20.80%
+1.76%
2,333,192.1
Interactive Media

EQ/Franklin Moderate Allocation's Historical Top Holdings Breakdowns

EQ/Franklin Moderate Allocation's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+1.14%
69.57 ($74.78) 78.65
$84.87
13.49%
Add 2.56%
974,634
24,316
IWM
iShares Russell 2000 ETF
2025-03-31
Add
Add
+0.31%
198.1 ($216.92) 229.79
$223.55
3.06%
Add 4.68%
55,773
2,495
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.13%
209.68 ($231.67) 247.1
$213.76
-7.73%
Reduce -3.84%
20,374
-813
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.10%
106.98 ($126.74) 149.43
$173.74
37.08%
Reduce -3.43%
33,214
-1,180
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.09%
57.21 ($62.1) 65.8
$63.80
2.74%
Add 1.28%
195,370
2,466
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.09%
375.39 ($407.71) 447.2
$510.88
25.30%
Reduce -3.3%
10,080
-344
DASH
DoorDash Inc
2025-03-31
New Buy
New Buy
+0.05%
168.37 ($188.06) 213.38
$243.69
29.58%
New holding
460
460
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-0.04%
190.26 ($217) 242.06
$232.23
7.02%
Reduce -2.49%
12,792
-326
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.03%
154.33 ($181.36) 206.38
$192.18
5.97%
Reduce -3.41%
7,912
-279
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.03%
156.06 ($183.12) 207.71
$193.20
5.50%
Reduce -3.87%
6,412
-258

EQ/Franklin Moderate Allocation Total Holding History ($B)

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EQ/Franklin Moderate Allocation's Asset Allocation

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EQ/Franklin Moderate Allocation Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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EQ/Franklin Moderate Allocation's Hypothetical Growth since 2025-03-31

EQ/Franklin Moderate Allocation's Yearly Returns

Year Portfolio % % Excess Gain %

EQ/Franklin Moderate Allocation's Holdings Heat Map

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EQ/Franklin Moderate Allocation's Holdings Bubble Chart

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