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
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 $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

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

Beacon Capital Management LLC (Tennessee) sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 984 shares — an estimated $110K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EFG in Q1 2022 and held it in 13 quarters. The position peaked at $110K in Q2 2025. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 984 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $110K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and held it in 13 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares MSCI EAFE Growth ETF position peaked at $110K in Q2 2025.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

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