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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
15,478
-378
-2% -$33.8K 0.14% 143
2025
Q1
$1.3M Buy
15,856
+9,679
+157% +$791K 0.14% 140
2024
Q4
$467K Buy
+6,177
New +$467K 0.05% 229
2013
Q4
Sell
-6,471
Closed -$416K 179
2013
Q3
$416K Buy
+6,471
New +$416K 0.09% 134