Beacon Bridge Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Beacon Bridge Wealth Partners’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	$3.32M	Sell	36,697 -246	-0.7%	-$23K	1.11%	28
2025 Q4	$3.3M	Sell	36,943 -549	-1%	-$48.5K	1.1%	28
2025 Q3	$3.27M	Sell	37,492 -82	-0.2%	-$6.97K	1.16%	26
2025 Q2	$3.14M	Sell	37,574 -2,482	-6%	-$197K	1.24%	25
2025 Q1	$3.03M	Sell	40,056 -168	-0.4%	-$12.6K	1.29%	24
2024 Q4	$2.83M	Sell	40,224 -3,522	-8%	-$260K	1.2%	25
2024 Q3	$3.41M	Sell	43,746 -1,413	-3%	-$106K	1.47%	22
2024 Q2	$3.28M	Sell	45,159 -4,964	-10%	-$365K	1.51%	21
2024 Q1	$3.72M	Sell	50,123 -18,119	-27%	-$1.29M	1.76%	19
2023 Q4	$4.8M	Sell	68,242 -19,797	-22%	-$1.3M	2.4%	11
2023 Q3	$5.67M	Buy	88,039 +1,947	+2%	+$130K	2.99%	11
2023 Q2	$5.81M	Buy	86,092 +4,911	+6%	+$333K	2.97%	9
2023 Q1	$5.43M	Sell	81,181 -16,179	-17%	-$1.06M	3.26%	10
2022 Q4	$6M	Buy	+97,360	New	+$5.73M	4.36%	7

Other funds holding IEFA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Beacon Bridge Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.67% in Q1 2026, selling an estimated $23K and leaving 36,697 shares worth $3.32M. The position accounts for 1.11% of the portfolio, ranked #28.

Beacon Bridge Wealth Partners first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $6M in Q4 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Beacon Bridge Wealth Partners held 36,697 shares of iShares Core MSCI EAFE ETF worth $3.32M as of Q1 2026.
Beacon Bridge Wealth Partners sold 246 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $23K.
iShares Core MSCI EAFE ETF made up 1.11% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #28 holding.
Beacon Bridge Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $6M in Q4 2022.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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