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

Beacon Financial Group’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
2025
Q4 		– Sell
-2,328
Closed -$203K – 353
2025
Q3 		$203K Buy
+2,328
New +$198K 0.02% 342
2022
Q2 		– Sell
-26,644
Closed -$1.87M – 223
2022
Q1 		$1.87M Buy
26,644
+3,519
+15% +$249K 0.25% 98
2021
Q4 		$1.74M Buy
23,125
+157
+0.7% +$11.8K 0.23% 101
2021
Q3 		$1.71M Sell
22,968
-65
-0.3% -$4.95K 0.23% 95
2021
Q2 		$1.69M Sell
23,033
-622
-3% -$47K 0.24% 98
2021
Q1 		$1.69M Hold
23,655
– – 0.27% 93
2020
Q4 		$1.69M Buy
23,655
+19,647
+490% +$1.27M 0.27% 93
2020
Q3 		$212K Sell
4,008
-21,085
-84% -$1.27M 0.04% 185
2020
Q2 		$1.44M Sell
25,093
-22,764
-48% -$1.23M 0.28% 95
2020
Q1 		$2.4M Sell
47,857
-1,186
-2% -$70.6K 0.53% 55
2019
Q4 		$3.2M Buy
49,043
+1,405
+3% +$89.1K 0.4% 63
2019
Q3 		$2.9M Buy
47,638
+227
+0.5% +$13.7K 0.49% 65
2019
Q2 		$2.91M Buy
47,411
+707
+2% +$43.3K 0.5% 63
2019
Q1 		$2.84K Buy
46,704
+4,462
+11% +$263K 0.46% 62
2018
Q4 		$2.31M Sell
42,242
-1,169
-3% -$68.6K 0.43% 68
2018
Q3 		$2.78M Sell
43,411
-384
-0.9% -$24.5K 0.47% 66
2018
Q2 		$2.77M Buy
43,795
+2,197
+5% +$145K 0.47% 64
2018
Q1 		$2.74M Buy
+41,598
New +$2.79M 0.47% 63

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beacon Financial Group's IEFA Position: Q4 2025 in Review

Beacon Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 2,328 shares — an estimated $203K sold.

Beacon Financial Group first reported a position in IEFA in Q1 2018 and held it in 18 quarters. The position peaked at $3.2M in Q4 2019. 2,340 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Beacon Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Group sold 2,328 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $203K.
  • Beacon Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 18 quarters.
  • Beacon Financial Group's iShares Core MSCI EAFE ETF position peaked at $3.2M in Q4 2019.
  • 2,340 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Beacon Financial Group's 13F filing for Q4 2025, filed 1 Apr 2026.