BFP
EFA icon

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

Beacon Financial Planning’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
Q1 		$700K Buy
7,202
+4,977
+224% +$498K 0.27% 42
2025
Q4 		$214K Buy
+2,225
New +$211K 0.1% 51

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Financial Planning's EFA Position: Q1 2026 in Review

Beacon Financial Planning increased its iShares MSCI EAFE ETF (EFA) stake by 224% in Q1 2026, buying an estimated $498K and bringing the position to 7,202 shares worth $700K. The position accounts for 0.27% of the portfolio, ranked #42.

Beacon Financial Planning first reported a position in EFA in Q4 2025 and has held it in 2 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Beacon Financial Planning held 7,202 shares of iShares MSCI EAFE ETF worth $700K as of Q1 2026.
  • Beacon Financial Planning bought 4,977 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $498K.
  • iShares MSCI EAFE ETF made up 0.27% of Beacon Financial Planning's portfolio in Q1 2026, its #42 holding.
  • Beacon Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.