Beacon Capital Management Inc (Ohio)’s iShares MSCI EAFE ETF EFA Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-42	Closed	-$3K	–	66
2021 Q3	$3K	Buy	+42	New	+$3.36K	﹤0.01%	74
2019 Q3	–	Sell	-19	Closed	-$1K	–	76
2019 Q2	$1K	Buy	+19	New	+$1.24K	﹤0.01%	70
2016 Q2	–	Sell	-100	Closed	-$6K	–	167
2016 Q1	$6K	Sell	100 -15	-13%	-$827	﹤0.01%	130
2015 Q4	$7K	Hold	115	–	–	﹤0.01%	147
2015 Q3	$7K	Hold	115	–	–	﹤0.01%	149
2015 Q2	$7K	Hold	115	–	–	﹤0.01%	166
2015 Q1	$7K	Hold	115	–	–	﹤0.01%	172
2014 Q4	$7K	Hold	115	–	–	﹤0.01%	157
2014 Q3	$7K	Hold	115	–	–	﹤0.01%	161
2014 Q2	$8K	Hold	115	–	–	﹤0.01%	156
2014 Q1	$8K	Hold	115	–	–	﹤0.01%	153
2013 Q4	$8K	Buy	+115	New	+$7.51K	﹤0.01%	153

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Beacon Capital Management Inc (Ohio)'s EFA Position: Q4 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares MSCI EAFE ETF (EFA) in Q4 2021, closing a stake of 42 shares — an estimated $3K sold.

Beacon Capital Management Inc (Ohio) first reported a position in EFA in Q4 2013 and held it in 12 quarters. The position peaked at $8K in Q2 2014. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

Beacon Capital Management Inc (Ohio) reported no remaining iShares MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 42 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $3K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares MSCI EAFE ETF in Q4 2013 and held it in 12 quarters.
Beacon Capital Management Inc (Ohio)'s iShares MSCI EAFE ETF position peaked at $8K in Q2 2014.
1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2021, filed 4 Jan 2022.