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Beacon Harbor Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Beacon Harbor Wealth Advisors’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
2026
Q2 		$14.5M Buy
147,399
+41,476
+39% +$3.98M 2.82% 9
2026
Q1 		$9.59M Buy
105,923
+1,251
+1% +$117K 2.01% 13
2025
Q4 		$9.36M Sell
104,672
-133,435
-56% -$11.8M 2.08% 12
2025
Q3 		$20.8M Buy
238,107
+1,411
+0.6% +$120K 4.86% 4
2025
Q2 		$19.8M Sell
236,696
-26,253
-10% -$2.08M 4.93% 4
2025
Q1 		$19.9M Buy
262,949
+156,692
+147% +$11.7M 4.62% 4
2024
Q4 		$7.47M Buy
106,257
+6,720
+7% +$496K 1.74% 18
2024
Q3 		$7.77M Buy
99,537
+4,809
+5% +$360K 1.85% 13
2024
Q2 		$6.88M Buy
94,728
+2,810
+3% +$207K 1.79% 17
2024
Q1 		$6.82M Buy
91,918
+2,727
+3% +$194K 1.81% 15
2023
Q4 		$6.28M Buy
89,191
+3,104
+4% +$205K 1.82% 18
2023
Q3 		$5.54M Buy
86,087
+329
+0.4% +$22K 1.85% 16
2023
Q2 		$5.79M Sell
85,758
-53,737
-39% -$3.64M 1.89% 14
2023
Q1 		$9.32M Buy
139,495
+117,876
+545% +$7.73M 3.26% 6
2022
Q4 		$1.33M Buy
+21,619
New +$1.27M 0.45% 49
2022
Q1 		– Sell
-75,867
Closed -$5.66M – 75
2021
Q4 		$5.66M Sell
75,867
-711
-0.9% -$53.4K 1.87% 17
2021
Q3 		$5.69M Buy
76,578
+3,827
+5% +$291K 2.02% 10
2021
Q2 		$5.45M Buy
72,751
+1,547
+2% +$117K 1.95% 11
2021
Q1 		$5.13M Buy
71,204
+952
+1% +$68K 2.05% 9
2020
Q4 		$4.85M Buy
+70,252
New +$4.54M 1.98% 13
2020
Q2 		– Sell
-63,851
Closed -$3.19M – 47
2020
Q1 		$3.19M Sell
63,851
-69
-0.1% -$4.11K 2.41% 12
2019
Q4 		$4.17M Buy
63,920
+1,942
+3% +$123K 2.47% 9
2019
Q3 		$3.84M Buy
+61,978
New +$3.74M 2.46% 9

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Beacon Harbor Wealth Advisors's IEFA Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 39% in Q2 2026, buying an estimated $3.98M and bringing the position to 147,399 shares worth $14.5M. The position accounts for 2.82% of the portfolio, ranked #9.

Beacon Harbor Wealth Advisors first reported a position in IEFA in Q3 2019 and has held it in 23 quarters since. The position peaked at $20.8M in Q3 2025. 2,282 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Beacon Harbor Wealth Advisors held 147,399 shares of iShares Core MSCI EAFE ETF worth $14.5M as of Q2 2026.
  • Beacon Harbor Wealth Advisors bought 41,476 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.98M.
  • iShares Core MSCI EAFE ETF made up 2.82% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Beacon Harbor Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 23 quarters since.
  • Beacon Harbor Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $20.8M in Q3 2025.
  • 2,282 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.