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 Q2	$288K	Sell	2,313 -10	-0.4%	-$1.21K	0.06%	340
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Beacon Financial Advisory's EFG Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.43% in Q2 2026, selling an estimated $1.21K and leaving 2,313 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #340.

Beacon Financial Advisory first reported a position in EFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q4 2024. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Beacon Financial Advisory held 2,313 shares of iShares MSCI EAFE Growth ETF worth $288K as of Q2 2026.
Beacon Financial Advisory sold 10 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.21K.
iShares MSCI EAFE Growth ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #340 holding.
Beacon Financial Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 24 quarters since.
Beacon Financial Advisory's iShares MSCI EAFE Growth ETF position peaked at $1.13M in Q4 2024.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.