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Beacon Pointe Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Beacon Pointe Advisors’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
Q1 		$62.4M Buy
642,634
+186,298
+41% +$18.6M 0.33% 70
2025
Q4 		$43.8M Buy
456,336
+107,138
+31% +$10.2M 0.31% 70
2025
Q3 		$32.6M Buy
349,198
+112,533
+48% +$10.2M 0.28% 80
2025
Q2 		$21.2M Sell
236,665
-504
-0.2% -$43K 0.22% 106
2025
Q1 		$19.4M Buy
237,169
+8,304
+4% +$669K 0.22% 111
2024
Q4 		$17.3M Sell
228,865
-22,538
-9% -$1.78M 0.19% 119
2024
Q3 		$21M Sell
251,403
-12,722
-5% -$1.02M 0.24% 102
2024
Q2 		$20.7M Sell
264,125
-8,129
-3% -$644K 0.24% 93
2024
Q1 		$21.7M Sell
272,254
-33,534
-11% -$2.56M 0.24% 91
2023
Q4 		$23M Sell
305,788
-2,030
-0.7% -$143K 0.28% 83
2023
Q3 		$21.2M Buy
307,818
+13,574
+5% +$972K 0.26% 89
2023
Q2 		$21.3M Buy
294,244
+9,967
+4% +$724K 0.35% 65
2023
Q1 		$20.3M Sell
284,277
-20,350
-7% -$1.42M 0.35% 75
2022
Q4 		$20M Buy
304,627
+103,520
+51% +$6.49M 0.39% 67
2022
Q3 		$11.3M Sell
201,107
-40,932
-17% -$2.55M 0.25% 94
2022
Q2 		$15.1M Buy
242,039
+35,692
+17% +$2.43M 0.32% 81
2022
Q1 		$15.2M Buy
206,347
+134,528
+187% +$10.1M 0.21% 111
2021
Q4 		$5.65M Buy
71,819
+2,883
+4% +$228K 0.15% 131
2021
Q3 		$5.38M Sell
68,936
-1,019
-1% -$81.5K 0.13% 162
2021
Q2 		$5.52M Buy
69,955
+14,688
+27% +$1.17M 0.2% 109
2021
Q1 		$4.2M Buy
55,267
+804
+1% +$60.5K 0.26% 79
2020
Q4 		$3.97M Sell
54,463
-2,509
-4% -$172K 0.27% 82
2020
Q3 		$3.63M Sell
56,972
-6,379
-10% -$408K 0.35% 65
2020
Q2 		$3.85M Sell
63,351
-2,420
-4% -$140K 0.39% 69
2020
Q1 		$3.52M Buy
65,771
+37,970
+137% +$2.41M 0.56% 46
2019
Q4 		$1.93M Buy
27,801
+4,644
+20% +$314K 0.6% 40
2019
Q3 		$1.51M Sell
23,157
-3,847
-14% -$248K 0.65% 39
2019
Q2 		$1.78M Sell
27,004
-240
-0.9% -$15.7K 0.65% 38
2019
Q1 		$1.77M Sell
27,244
-1,602
-6% -$101K 0.66% 45
2018
Q4 		$1.7M Buy
+28,846
New +$1.8M 1.03% 26

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Pointe Advisors's EFA Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 41% in Q1 2026, buying an estimated $18.6M and bringing the position to 642,634 shares worth $62.4M. The position accounts for 0.33% of the portfolio, ranked #70.

Beacon Pointe Advisors first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Beacon Pointe Advisors held 642,634 shares of iShares MSCI EAFE ETF worth $62.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 186,298 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $18.6M.
  • iShares MSCI EAFE ETF made up 0.33% of Beacon Pointe Advisors's portfolio in Q1 2026, its #70 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.