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

Beacon Financial Group’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
2026 Q2	$1.1M	Sell	10,602 -3,392	-24%	-$349K	0.1%	170
2026 Q1	$1.36M	Hold	13,994	–	–	0.14%	150
2025 Q4	$1.34M	Sell	13,994 -965	-6%	-$91.5K	0.13%	145
2025 Q3	$1.4M	Sell	14,959 -519	-3%	-$47.2K	0.14%	152
2025 Q2	$1.38M	Sell	15,478 -378	-2%	-$32.3K	0.14%	143
2025 Q1	$1.3M	Buy	15,856 +9,679	+157%	+$780K	0.14%	140
2024 Q4	$467K	Buy	+6,177	New	+$489K	0.05%	229
2013 Q4	–	Sell	-6,471	Closed	-$416K	–	179
2013 Q3	$416K	Buy	+6,471	New	+$397K	0.09%	134

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Beacon Financial Group's EFA Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 24% in Q2 2026, selling an estimated $349K and leaving 10,602 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #170.

Beacon Financial Group first reported a position in EFA in Q3 2013 and has held it in 8 quarters since. The position peaked at $1.4M in Q3 2025. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Beacon Financial Group held 10,602 shares of iShares MSCI EAFE ETF worth $1.1M as of Q2 2026.
Beacon Financial Group sold 3,392 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $349K.
iShares MSCI EAFE ETF made up 0.1% of Beacon Financial Group's portfolio in Q2 2026, its #170 holding.
Beacon Financial Group first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 8 quarters since.
Beacon Financial Group's iShares MSCI EAFE ETF position peaked at $1.4M in Q3 2025.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.