BFG
EFG icon

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

Beacon Financial Group’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 		$553K Sell
4,446
-382
-8% -$46.1K 0.05% 228
2026
Q1 		$538K Buy
4,828
+105
+2% +$12.3K 0.05% 226
2025
Q4 		$538K Sell
4,723
-491
-9% -$56.3K 0.05% 225
2025
Q3 		$594K Sell
5,214
-1,273
-20% -$142K 0.06% 214
2025
Q2 		$727K Sell
6,487
-844
-12% -$89K 0.08% 194
2025
Q1 		$733K Sell
7,331
-907
-11% -$92.5K 0.08% 185
2024
Q4 		$798K Buy
8,238
+1,372
+20% +$139K 0.09% 178
2024
Q3 		$739K Sell
6,866
-665
-9% -$69K 0.08% 184
2024
Q2 		$770K Buy
7,531
+751
+11% +$76.8K 0.09% 178
2024
Q1 		$704K Buy
6,780
+1,078
+19% +$107K 0.08% 187
2023
Q4 		$552K Buy
5,702
+57
+1% +$5.11K 0.07% 197
2023
Q3 		$519K Sell
5,645
-593
-10% -$54.7K 0.07% 174
2023
Q2 		$587K Buy
6,238
+28
+0.5% +$2.66K 0.08% 167
2023
Q1 		$581K Buy
6,210
+2,542
+69% +$229K 0.08% 167
2022
Q4 		$307K Sell
3,668
-835
-19% -$67.5K 0.04% 206
2022
Q3 		$328K Buy
+4,503
New +$367K 0.05% 205
2022
Q1 		– Sell
-3,642
Closed -$403K – 230
2021
Q4 		$403K Buy
3,642
+149
+4% +$16.3K 0.05% 210
2021
Q3 		$373K Hold
3,493
– – 0.05% 211
2021
Q2 		$372K Sell
3,493
-185
-5% -$19.7K 0.05% 200
2021
Q1 		$379K Hold
3,678
– – 0.06% 183
2020
Q4 		$379K Buy
+3,678
New +$348K 0.06% 188

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Beacon Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 7.9% in Q2 2026, selling an estimated $46.1K and leaving 4,446 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #228.

Beacon Financial Group first reported a position in EFG in Q4 2020 and has held it in 21 quarters since. The position peaked at $798K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Beacon Financial Group held 4,446 shares of iShares MSCI EAFE Growth ETF worth $553K as of Q2 2026.
  • Beacon Financial Group sold 382 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $46.1K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #228 holding.
  • Beacon Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Beacon Financial Group's iShares MSCI EAFE Growth ETF position peaked at $798K in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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