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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Beacon Bridge Wealth Partners's EFG Position: Q1 2026 in Review

Beacon Bridge Wealth Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 2,210 shares — an estimated $252K sold.

Beacon Bridge Wealth Partners first reported a position in EFG in Q3 2023 and held it in 10 quarters. The position peaked at $3.95M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Beacon Bridge Wealth Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 2,210 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $252K.
Beacon Bridge Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and held it in 10 quarters.
Beacon Bridge Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $3.95M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.