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 Q2	$3.44M	Sell	35,613 -1,084	-3%	-$104K	0.98%	33
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Beacon Bridge Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q2 2026, selling an estimated $104K and leaving 35,613 shares worth $3.44M. The position accounts for 0.98% of the portfolio, ranked #33.

Beacon Bridge Wealth Partners first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $6M in Q4 2022. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Beacon Bridge Wealth Partners held 35,613 shares of iShares Core MSCI EAFE ETF worth $3.44M as of Q2 2026.
Beacon Bridge Wealth Partners sold 1,084 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $104K.
iShares Core MSCI EAFE ETF made up 0.98% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #33 holding.
Beacon Bridge Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $6M in Q4 2022.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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