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

Beacon Investment Advisory Services’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	$122K	Hold	1,267	–	–	﹤0.01%	308
2026 Q1	$115K	Buy	+1,267	New	+$118K	﹤0.01%	313
2022 Q2	–	Sell	-3,059	Closed	-$213K	–	295
2022 Q1	$213K	Sell	3,059 -1,360	-31%	-$96.2K	0.01%	283
2021 Q4	$330K	Buy	+4,419	New	+$332K	0.01%	250

Other funds holding IEFA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Beacon Investment Advisory Services held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 1,267 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Beacon Investment Advisory Services first reported a position in IEFA in Q4 2021 and has held it in 4 quarters since. The position peaked at $330K in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Beacon Investment Advisory Services held 1,267 shares of iShares Core MSCI EAFE ETF worth $122K as of Q2 2026.
Beacon Investment Advisory Services left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #308 holding.
Beacon Investment Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 4 quarters since.
Beacon Investment Advisory Services's iShares Core MSCI EAFE ETF position peaked at $330K in Q4 2021.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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