BPA
EFG icon

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

Beacon Pointe Advisors’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 		$73.7M Buy
592,307
+26,340
+5% +$3.18M 0.34% 65
2026
Q1 		$63M Buy
565,967
+127,543
+29% +$15M 0.33% 69
2025
Q4 		$49.9M Buy
438,424
+27,128
+7% +$3.11M 0.35% 63
2025
Q3 		$46.8M Sell
411,296
-79,019
-16% -$8.81M 0.4% 49
2025
Q2 		$54.9M Buy
490,315
+22,670
+5% +$2.39M 0.57% 34
2025
Q1 		$46.8M Sell
467,645
-50,683
-10% -$5.17M 0.53% 39
2024
Q4 		$50.2M Buy
518,328
+8,550
+2% +$869K 0.56% 36
2024
Q3 		$54.9M Sell
509,778
-11,257
-2% -$1.17M 0.63% 31
2024
Q2 		$53.3M Buy
521,035
+1,828
+0.4% +$187K 0.63% 31
2024
Q1 		$53.9M Buy
519,207
+1,659
+0.3% +$165K 0.6% 33
2023
Q4 		$50.1M Sell
517,548
-201,387
-28% -$18M 0.6% 35
2023
Q3 		$62M Buy
718,935
+134,738
+23% +$12.4M 0.77% 24
2023
Q2 		$55.7M Buy
584,197
+39,686
+7% +$3.78M 0.91% 17
2023
Q1 		$51M Buy
544,511
+70,766
+15% +$6.36M 0.87% 19
2022
Q4 		$39.7M Buy
473,745
+126,545
+36% +$10.2M 0.77% 25
2022
Q3 		$25.2M Buy
347,200
+38,577
+12% +$3.15M 0.56% 36
2022
Q2 		$24.8M Sell
308,623
-62,812
-17% -$5.45M 0.52% 40
2022
Q1 		$35.8M Buy
371,435
+115,968
+45% +$11.4M 0.49% 43
2021
Q4 		$28.2M Buy
255,467
+40,695
+19% +$4.46M 0.73% 24
2021
Q3 		$22.9M Buy
214,772
+34,750
+19% +$3.83M 0.56% 35
2021
Q2 		$19.3M Buy
180,022
+85,687
+91% +$9.11M 0.68% 27
2021
Q1 		$9.48M Buy
94,335
+9,445
+11% +$960K 0.58% 39
2020
Q4 		$8.57M Buy
84,890
+81,364
+2,308% +$7.7M 0.59% 38
2020
Q3 		$317K Buy
3,526
+939
+36% +$83.2K 0.03% 287
2020
Q2 		$212K Buy
+2,587
New +$202K 0.02% 360

Other funds holding EFG

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Beacon Pointe Advisors's EFG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.7% in Q2 2026, buying an estimated $3.18M and bringing the position to 592,307 shares worth $73.7M. The position accounts for 0.34% of the portfolio, ranked #65.

Beacon Pointe Advisors first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Beacon Pointe Advisors held 592,307 shares of iShares MSCI EAFE Growth ETF worth $73.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 26,340 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.18M.
  • iShares MSCI EAFE Growth ETF made up 0.34% of Beacon Pointe Advisors's portfolio in Q2 2026, its #65 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.