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

Beacon Capital Management LLC (Tennessee)’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
Q2 		$1.55M Buy
16,000
+4,147
+35% +$398K 0.23% 47
2026
Q1 		$1.07M Buy
11,853
+1,039
+10% +$97K 0.19% 56
2025
Q4 		$967K Buy
10,814
+4,034
+59% +$357K 0.15% 46
2025
Q3 		$592K Buy
6,780
+1,130
+20% +$96K 0.08% 59
2025
Q2 		$472K Buy
5,650
+624
+12% +$49.5K 0.06% 70
2025
Q1 		$380K Buy
5,026
+1,371
+38% +$103K 0.05% 79
2024
Q4 		$257K Sell
3,655
-558
-13% -$41.2K 0.03% 104
2024
Q3 		$329K Buy
4,213
+2,238
+113% +$168K 0.05% 84
2024
Q2 		$143K Buy
1,975
+621
+46% +$45.7K 0.03% 132
2024
Q1 		$100K Sell
1,354
-225
-14% -$16K 0.02% 173
2023
Q4 		$102K Buy
1,579
+153
+11% +$10.1K 0.03% 141
2023
Q3 		$96.3K Hold
1,426
– – 0.03% 154
2023
Q2 		$96.3K Buy
1,426
+71
+5% +$4.82K 0.03% 154
2023
Q1 		$90.6K Sell
1,355
-1,160
-46% -$76K 0.03% 153
2022
Q4 		$155K Sell
2,515
-29
-1% -$1.71K 0.05% 108
2022
Q3 		$150K Sell
2,544
-52
-2% -$3.06K 0.05% 108
2022
Q2 		$180K Hold
2,596
– – 0.04% 103
2022
Q1 		$180K Buy
+2,596
New +$184K 0.04% 103

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 35% in Q2 2026, buying an estimated $398K and bringing the position to 16,000 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #47.

Beacon Capital Management LLC (Tennessee) first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 16,000 shares of iShares Core MSCI EAFE ETF worth $1.55M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 4,147 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $398K.
  • iShares Core MSCI EAFE ETF made up 0.23% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #47 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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