Beacon Financial Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Beacon Financial Advisory’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
2023 Q4	–	Sell	-3,040	Closed	-$209K	–	251
2023 Q3	$209K	Buy	3,040 +30	+1%	+$2.15K	0.12%	208
2023 Q2	$218K	Sell	3,010 -329	-10%	-$23.9K	0.13%	198
2023 Q1	$239K	Hold	3,339	–	–	0.15%	178
2022 Q4	$219K	Sell	3,339 -558	-14%	-$35K	0.16%	170
2022 Q3	$218K	Sell	3,897 -325	-8%	-$20.3K	0.16%	167
2022 Q2	$264K	Buy	4,222 +165	+4%	+$11.2K	0.15%	176
2022 Q1	$299K	Buy	4,057 +291	+8%	+$21.8K	0.14%	177
2021 Q4	$296K	Buy	3,766 +36	+1%	+$2.85K	0.14%	183
2021 Q3	$291K	Buy	3,730 +310	+9%	+$24.8K	0.15%	173
2021 Q2	$270K	Buy	3,420 +24	+0.7%	+$1.91K	0.15%	176
2021 Q1	$258K	Buy	3,396 +88	+3%	+$6.63K	0.15%	174
2020 Q4	$241K	Buy	+3,308	New	+$226K	0.16%	168

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Beacon Financial Advisory's EFA Position: Q4 2023 in Review

Beacon Financial Advisory sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 3,040 shares — an estimated $209K sold.

Beacon Financial Advisory first reported a position in EFA in Q4 2020 and held it in 12 quarters. The position peaked at $299K in Q1 2022. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Beacon Financial Advisory reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Beacon Financial Advisory sold 3,040 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $209K.
Beacon Financial Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 12 quarters.
Beacon Financial Advisory's iShares MSCI EAFE ETF position peaked at $299K in Q1 2022.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Beacon Financial Advisory's 13F filing for Q4 2023, filed 23 Jan 2024.