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

Beacon Capital Management LLC (Tennessee)’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.66M	Buy	+21,340	New	+$2.57M	0.39%	32
2025 Q3	–	Sell	-984	Closed	-$110K	–	372
2025 Q2	$110K	Buy	984 +1	+0.1%	+$105	0.01%	194
2025 Q1	$98.3K	Hold	983	–	–	0.01%	206
2024 Q4	$95.2K	Sell	983 -39	-4%	-$3.96K	0.01%	203
2024 Q3	$110K	Buy	1,022 +338	+49%	+$35.1K	0.02%	184
2024 Q2	$70K	Hold	684	–	–	0.01%	232
2024 Q1	$71K	Buy	684 +637	+1,355%	+$63.4K	0.01%	227
2023 Q4	$4.06K	Hold	47	–	–	﹤0.01%	679
2023 Q3	$4.48K	Hold	47	–	–	﹤0.01%	719
2023 Q2	$4.48K	Hold	47	–	–	﹤0.01%	719
2023 Q1	$4.4K	Hold	47	–	–	﹤0.01%	653
2022 Q4	$3.94K	Buy	+47	New	+$3.8K	﹤0.01%	691
2022 Q3	–	Sell	-55	Closed	-$5K	–	902
2022 Q2	$5K	Hold	55	–	–	﹤0.01%	639
2022 Q1	$5K	Buy	+55	New	+$5.41K	﹤0.01%	639

Other funds holding EFG

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EFG Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 21,340 shares worth $2.66M. The stake represents 0.39% of the portfolio and ranks #32 among its holdings. This is a return to the name: Beacon Capital Management LLC (Tennessee) previously reported a position in EFG as recently as Q2 2025.

Beacon Capital Management LLC (Tennessee) first reported a position in EFG in Q1 2022 and has held it in 14 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 21,340 shares of iShares MSCI EAFE Growth ETF worth $2.66M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Beacon Capital Management LLC (Tennessee) position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.39% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #32 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 14 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.