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

Beacon Financial Planning’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	$1.48M	Buy	11,927 +240	+2%	+$28.9K	0.5%	31
2026 Q1	$1.3M	Buy	11,687 +5,339	+84%	+$628K	0.5%	32
2025 Q4	$723K	Buy	6,348 +1,115	+21%	+$128K	0.35%	36
2025 Q3	$596K	Sell	5,233 -107	-2%	-$11.9K	0.31%	38
2025 Q2	$598K	Sell	5,340 -957	-15%	-$101K	0.33%	38
2025 Q1	$630K	Buy	6,297 +2,030	+48%	+$207K	0.36%	36
2024 Q4	$413K	Buy	4,267 +577	+16%	+$58.6K	0.24%	38
2024 Q3	$397K	Buy	3,690 +1,698	+85%	+$176K	0.25%	33
2024 Q2	$204K	Buy	+1,992	New	+$204K	0.14%	39
2023 Q4	–	Sell	-2,328	Closed	-$201K	–	35
2023 Q3	$201K	Hold	2,328	–	–	0.17%	32
2023 Q2	$222K	Sell	2,328 -187	-7%	-$17.8K	0.19%	28
2023 Q1	$236K	Hold	2,515	–	–	0.22%	23
2022 Q4	$211K	Buy	+2,515	New	+$203K	0.22%	21

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Beacon Financial Planning increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.1% in Q2 2026, buying an estimated $28.9K and bringing the position to 11,927 shares worth $1.48M. The position accounts for 0.5% of the portfolio, ranked #31.

Beacon Financial Planning first reported a position in EFG in Q4 2022 and has held it in 13 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Beacon Financial Planning held 11,927 shares of iShares MSCI EAFE Growth ETF worth $1.48M as of Q2 2026.
Beacon Financial Planning bought 240 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $28.9K.
iShares MSCI EAFE Growth ETF made up 0.5% of Beacon Financial Planning's portfolio in Q2 2026, its #31 holding.
Beacon Financial Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 13 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.