Beacon Investment Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Beacon Investment Advisory Services’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 Q2	$74.3K	Hold	715	–	–	﹤0.01%	373
2026 Q1	$69.4K	Buy	+715	New	+$71.5K	﹤0.01%	378
2021 Q4	–	Sell	-2,680	Closed	-$209K	–	308
2021 Q3	$209K	Buy	+2,680	New	+$214K	0.01%	289
2019 Q1	–	Sell	-15,375	Closed	-$904K	–	234
2018 Q4	$904K	Buy	15,375 +9,893	+180%	+$618K	0.1%	117
2018 Q3	$373K	Hold	5,482	–	–	0.04%	194
2018 Q2	$367K	Sell	5,482 -323	-6%	-$22.6K	0.04%	188
2018 Q1	$404K	Buy	5,805 +2,158	+59%	+$154K	0.04%	174
2017 Q4	$256K	Sell	3,647 -2,997	-45%	-$208K	0.03%	214
2017 Q3	$455K	Buy	+6,644	New	+$444K	0.04%	186
2015 Q3	–	Sell	-16,159	Closed	-$1.03M	–	62
2015 Q2	$1.03M	Buy	+16,159	New	+$1.08M	0.16%	15

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Beacon Investment Advisory Services's EFA Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 715 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Beacon Investment Advisory Services first reported a position in EFA in Q2 2015 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2015. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Beacon Investment Advisory Services held 715 shares of iShares MSCI EAFE ETF worth $74.3K as of Q2 2026.
Beacon Investment Advisory Services left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #373 holding.
Beacon Investment Advisory Services first reported a position in iShares MSCI EAFE ETF in Q2 2015 and has held it in 10 quarters since.
Beacon Investment Advisory Services's iShares MSCI EAFE ETF position peaked at $1.03M in Q2 2015.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.