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

Beacon Financial Advisory’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
Q1 		$1.05M Buy
11,598
+142
+1% +$13.3K 0.24% 107
2025
Q4 		$1.02M Buy
11,456
+699
+6% +$61.8K 0.24% 108
2025
Q3 		$939K Buy
10,757
+890
+9% +$75.6K 0.22% 128
2025
Q2 		$824K Sell
9,867
-32
-0.3% -$2.54K 0.21% 134
2025
Q1 		$749K Sell
9,899
-1,555
-14% -$116K 0.23% 121
2024
Q4 		$805K Buy
11,454
+25
+0.2% +$1.84K 0.26% 103
2024
Q3 		$892K Buy
11,429
+295
+3% +$22.1K 0.3% 94
2024
Q2 		$809K Buy
11,134
+2,693
+32% +$198K 0.3% 93
2024
Q1 		$627K Sell
8,441
-256
-3% -$18.2K 0.3% 100
2023
Q4 		$612K Sell
8,697
-1,682
-16% -$111K 0.3% 101
2023
Q3 		$668K Hold
10,379
– – 0.37% 92
2023
Q2 		$701K Buy
10,379
+87
+0.8% +$5.9K 0.4% 80
2023
Q1 		$688K Buy
10,292
+973
+10% +$63.8K 0.44% 71
2022
Q4 		$574K Buy
9,319
+10
+0.1% +$589 0.41% 77
2022
Q3 		$490K Sell
9,309
-3,491
-27% -$205K 0.35% 93
2022
Q2 		$753K Buy
12,800
+399
+3% +$25.6K 0.43% 72
2022
Q1 		$862K Buy
12,401
+1,028
+9% +$72.7K 0.41% 74
2021
Q4 		$849K Sell
11,373
-1,953
-15% -$147K 0.39% 81
2021
Q3 		$989K Buy
13,326
+2,254
+20% +$171K 0.51% 59
2021
Q2 		$829K Sell
11,072
-117
-1% -$8.83K 0.45% 76
2021
Q1 		$806K Buy
11,189
+150
+1% +$10.7K 0.46% 78
2020
Q4 		$762K Buy
11,039
+17
+0.2% +$1.1K 0.5% 61
2020
Q3 		$664K Sell
11,022
-597
-5% -$36K 0.58% 50
2020
Q2 		$664K Sell
11,619
-426
-4% -$23.1K 0.72% 41
2020
Q1 		$600K Sell
12,045
-6,147
-34% -$366K 0.76% 38
2019
Q4 		$1.19M Buy
+18,192
New +$1.15M 1.02% 30

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Beacon Financial Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q1 2026, buying an estimated $13.3K and bringing the position to 11,598 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #107.

Beacon Financial Advisory first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.19M in Q4 2019. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Beacon Financial Advisory held 11,598 shares of iShares Core MSCI EAFE ETF worth $1.05M as of Q1 2026.
  • Beacon Financial Advisory bought 142 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $13.3K.
  • iShares Core MSCI EAFE ETF made up 0.24% of Beacon Financial Advisory's portfolio in Q1 2026, its #107 holding.
  • Beacon Financial Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's iShares Core MSCI EAFE ETF position peaked at $1.19M in Q4 2019.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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