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

Beacon Capital Management Inc (Ohio)’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	–	Sell	-307	Closed	-$27.5K	–	148
2025 Q4	$27.5K	Sell	307 -661	-68%	-$58.5K	﹤0.01%	74
2025 Q3	$84.5K	Sell	968 -418	-30%	-$35.5K	﹤0.01%	59
2025 Q2	$116K	Buy	+1,386	New	+$110K	0.01%	42
2017 Q4	–	Sell	-96	Closed	-$6K	–	107
2017 Q3	$6K	Buy	+96	New	+$6K	﹤0.01%	54

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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 Capital Management Inc (Ohio)'s IEFA Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 307 shares — an estimated $27.5K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IEFA in Q3 2017 and held it in 4 quarters. The position peaked at $116K in Q2 2025. 2,412 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Beacon Capital Management Inc (Ohio) reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 307 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $27.5K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and held it in 4 quarters.
Beacon Capital Management Inc (Ohio)'s iShares Core MSCI EAFE ETF position peaked at $116K in Q2 2025.
2,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.