Beacon Capital Management LLC (Tennessee)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
5,650
+624
| +12% | +$52.1K | 0.06% | 70 |
|
|
2025
Q1 | $380K | Buy |
5,026
+1,371
| +38% | +$104K | 0.05% | 79 |
|
|
2024
Q4 | $257K | Sell |
3,655
-558
| -13% | -$39.2K | 0.03% | 104 |
|
|
2024
Q3 | $329K | Buy |
4,213
+2,238
| +113% | +$175K | 0.05% | 84 |
|
|
2024
Q2 | $143K | Buy |
1,975
+621
| +46% | +$45.1K | 0.03% | 132 |
|
|
2024
Q1 | $100K | Sell |
1,354
-225
| -14% | -$16.7K | 0.02% | 173 |
|
|
2023
Q4 | $102K | Buy |
1,579
+153
| +11% | +$9.85K | 0.03% | 141 |
|
|
2023
Q3 | $96.3K | Hold |
1,426
| – | – | 0.03% | 154 |
|
|
2023
Q2 | $96.3K | Buy |
1,426
+71
| +5% | +$4.79K | 0.03% | 154 |
|
|
2023
Q1 | $90.6K | Sell |
1,355
-1,160
| -46% | -$77.5K | 0.03% | 153 |
|
|
2022
Q4 | $155K | Sell |
2,515
-29
| -1% | -$1.79K | 0.05% | 108 |
|
|
2022
Q3 | $150K | Sell |
2,544
-52
| -2% | -$3.07K | 0.05% | 108 |
|
|
2022
Q2 | $180K | Hold |
2,596
| – | – | 0.04% | 103 |
|
|
2022
Q1 | $180K | Buy |
+2,596
| New | +$180K | 0.04% | 103 |
|