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

Beacon Financial Advisory’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
Q1 		$259K Sell
2,323
-533
-19% -$62.7K 0.06% 339
2025
Q4 		$325K Sell
2,856
-820
-22% -$94K 0.08% 282
2025
Q3 		$419K Sell
3,676
-4,117
-53% -$459K 0.1% 232
2025
Q2 		$873K Sell
7,793
-24
-0.3% -$2.53K 0.23% 123
2025
Q1 		$782K Sell
7,817
-3,896
-33% -$397K 0.24% 117
2024
Q4 		$1.13M Buy
11,713
+1,451
+14% +$147K 0.37% 70
2024
Q3 		$1.1M Buy
10,262
+241
+2% +$25K 0.38% 68
2024
Q2 		$1.03M Buy
10,021
+3,816
+61% +$390K 0.38% 66
2024
Q1 		$644K Sell
6,205
-8
-0.1% -$796 0.31% 98
2023
Q4 		$602K Sell
6,213
-3,154
-34% -$283K 0.29% 102
2023
Q3 		$808K Buy
9,367
+826
+10% +$76.1K 0.45% 68
2023
Q2 		$815K Buy
8,541
+565
+7% +$53.7K 0.47% 65
2023
Q1 		$747K Buy
7,976
+2,226
+39% +$200K 0.47% 64
2022
Q4 		$482K Sell
5,750
-78
-1% -$6.31K 0.34% 99
2022
Q3 		$423K Buy
5,828
+1,756
+43% +$143K 0.3% 109
2022
Q2 		$328K Sell
4,072
-306
-7% -$26.6K 0.19% 154
2022
Q1 		$421K Sell
4,378
-2,182
-33% -$215K 0.2% 139
2021
Q4 		$724K Buy
6,560
+222
+4% +$24.3K 0.33% 92
2021
Q3 		$675K Buy
6,338
+1,624
+34% +$179K 0.35% 90
2021
Q2 		$506K Buy
4,714
+38
+0.8% +$4.04K 0.27% 120
2021
Q1 		$470K Buy
4,676
+355
+8% +$36.1K 0.27% 122
2020
Q4 		$436K Buy
4,321
+1,445
+50% +$137K 0.28% 110
2020
Q3 		$258K Buy
+2,876
New +$255K 0.22% 138

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Beacon Financial Advisory's EFG Position: Q1 2026 in Review

Beacon Financial Advisory reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 19% in Q1 2026, selling an estimated $62.7K and leaving 2,323 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #339.

Beacon Financial Advisory first reported a position in EFG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Beacon Financial Advisory held 2,323 shares of iShares MSCI EAFE Growth ETF worth $259K as of Q1 2026.
  • Beacon Financial Advisory sold 533 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $62.7K.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #339 holding.
  • Beacon Financial Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Beacon Financial Advisory's iShares MSCI EAFE Growth ETF position peaked at $1.13M in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.