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Beacon Capital Management LLC (Tennessee)’s iShares MSCI EAFE ETF EFA Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-697
Closed -$62.3K – 370
2025
Q2 		$62.3K Buy
697
+62
+10% +$5.29K 0.01% 299
2025
Q1 		$51.9K Sell
635
-215
-25% -$17.3K 0.01% 311
2024
Q4 		$64.2K Buy
850
+12
+1% +$950 0.01% 262
2024
Q3 		$70.1K Sell
838
-62
-7% -$4.99K 0.01% 260
2024
Q2 		$70.5K Buy
900
+622
+224% +$49.3K 0.01% 230
2024
Q1 		$22.2K Sell
278
-528
-66% -$40.4K ﹤0.01% 432
2023
Q4 		$55.5K Sell
806
-113
-12% -$7.99K 0.02% 208
2023
Q3 		$66.6K Hold
919
– – 0.02% 202
2023
Q2 		$66.6K Buy
919
+40
+5% +$2.9K 0.02% 202
2023
Q1 		$62.9K Sell
879
-567
-39% -$39.7K 0.02% 192
2022
Q4 		$94.9K Buy
1,446
+28
+2% +$1.75K 0.03% 149
2022
Q3 		$89K Buy
1,418
+101
+8% +$6.29K 0.03% 148
2022
Q2 		$97K Hold
1,317
– – 0.02% 160
2022
Q1 		$97K Buy
+1,317
New +$98.5K 0.02% 160

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EFA Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 697 shares — an estimated $62.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EFA in Q1 2022 and held it in 14 quarters. The position peaked at $97K in Q2 2022. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 697 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $62.3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares MSCI EAFE ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares MSCI EAFE ETF position peaked at $97K in Q2 2022.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.