Beacon Financial Planning
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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
Q3 		$742K Hold
7,144
– – 0.25% 48
2026
Q2 		$742K Sell
7,144
-58
-0.8% -$5.96K 0.25% 45
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 $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Beacon Financial Planning's EFA Position: Q3 2026 in Review

Beacon Financial Planning held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 7,144 shares worth $742K. The position accounts for 0.25% of the portfolio, ranked #48.

Beacon Financial Planning first reported a position in EFA in Q4 2025 and has held it in 4 quarters since. 2,033 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Beacon Financial Planning held 7,144 shares of iShares MSCI EAFE ETF worth $742K as of Q3 2026.
  • Beacon Financial Planning left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.25% of Beacon Financial Planning's portfolio in Q3 2026, its #48 holding.
  • Beacon Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,033 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.