Beacon Bridge Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Beacon Bridge Wealth Partners’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 Q2	$5.7M	Buy	+45,808	New	+$5.52M	1.62%	18
2026 Q1	–	Sell	-2,210	Closed	-$252K	–	103
2025 Q4	$252K	Sell	2,210 -27,280	-93%	-$3.13M	0.08%	90
2025 Q3	$3.36M	Buy	29,490 +744	+3%	+$82.9K	1.19%	25
2025 Q2	$3.22M	Buy	28,746 +98	+0.3%	+$10.3K	1.28%	24
2025 Q1	$2.86M	Sell	28,648 -12,155	-30%	-$1.24M	1.22%	25
2024 Q4	$3.95M	Buy	40,803 +8,170	+25%	+$830K	1.68%	17
2024 Q3	$3.51M	Buy	32,633 +13,531	+71%	+$1.4M	1.51%	21
2024 Q2	$1.95M	Sell	19,102 -3,542	-16%	-$362K	0.9%	31
2024 Q1	$2.35M	Buy	22,644 +1,584	+8%	+$158K	1.11%	27
2023 Q4	$2.04M	Buy	21,060 +2,216	+12%	+$199K	1.02%	27
2023 Q3	$1.63M	Buy	+18,844	New	+$1.74M	0.86%	33

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Beacon Bridge Wealth Partners's EFG Position: Q2 2026 in Review

Beacon Bridge Wealth Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 45,808 shares worth $5.7M. The stake represents 1.62% of the portfolio and ranks #18 among its holdings. This is a return to the name: Beacon Bridge Wealth Partners previously reported a position in EFG as recently as Q4 2025.

Beacon Bridge Wealth Partners first reported a position in EFG in Q3 2023 and has held it in 11 quarters since. 1,059 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Beacon Bridge Wealth Partners held 45,808 shares of iShares MSCI EAFE Growth ETF worth $5.7M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Beacon Bridge Wealth Partners position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 1.62% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #18 holding.
Beacon Bridge Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 11 quarters since.
1,059 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.