BPA
IEFA icon

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

Beacon Pointe 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
Q1 		$79.4M Buy
877,555
+263,367
+43% +$24.6M 0.42% 52
2025
Q4 		$54.9M Buy
614,188
+52,132
+9% +$4.61M 0.39% 60
2025
Q3 		$49.1M Buy
562,056
+69,627
+14% +$5.92M 0.42% 45
2025
Q2 		$41.1M Buy
492,429
+8,328
+2% +$661K 0.43% 43
2025
Q1 		$36.6M Sell
484,101
-14,118
-3% -$1.06M 0.41% 45
2024
Q4 		$35M Sell
498,219
-1,036
-0.2% -$76.4K 0.39% 50
2024
Q3 		$39M Sell
499,255
-12,546
-2% -$939K 0.45% 45
2024
Q2 		$37.2M Sell
511,801
-3,860
-0.7% -$284K 0.44% 45
2024
Q1 		$38.3M Buy
515,661
+9,762
+2% +$695K 0.43% 46
2023
Q4 		$35.6M Buy
505,899
+26,914
+6% +$1.77M 0.43% 45
2023
Q3 		$30.8M Buy
478,985
+34,909
+8% +$2.34M 0.38% 55
2023
Q2 		$30M Buy
444,076
+20,546
+5% +$1.39M 0.49% 44
2023
Q1 		$28.3M Sell
423,530
-5,969
-1% -$391K 0.48% 44
2022
Q4 		$26.5M Buy
429,499
+73,734
+21% +$4.34M 0.51% 42
2022
Q3 		$18.7M Sell
355,765
-11,700
-3% -$688K 0.42% 59
2022
Q2 		$21.6M Sell
367,465
-40,684
-10% -$2.61M 0.46% 49
2022
Q1 		$28.4M Buy
408,149
+216,621
+113% +$15.3M 0.39% 59
2021
Q4 		$14.3M Buy
191,528
+68,051
+55% +$5.11M 0.37% 63
2021
Q3 		$9.17M Sell
123,477
-26,867
-18% -$2.04M 0.23% 108
2021
Q2 		$11.3M Buy
150,344
+1,447
+1% +$109K 0.4% 61
2021
Q1 		$10.7M Buy
148,897
+18,005
+14% +$1.29M 0.66% 33
2020
Q4 		$9.04M Sell
130,892
-3,077
-2% -$199K 0.62% 34
2020
Q3 		$8.08M Sell
133,969
-15,137
-10% -$913K 0.78% 30
2020
Q2 		$8.52M Sell
149,106
-42,401
-22% -$2.3M 0.85% 27
2020
Q1 		$9.55M Buy
191,507
+94,840
+98% +$5.64M 1.52% 13
2019
Q4 		$6.31M Buy
96,667
+22,035
+30% +$1.4M 1.96% 11
2019
Q3 		$4.56M Sell
74,632
-17,342
-19% -$1.05M 1.97% 10
2019
Q2 		$5.65M Buy
91,974
+46,551
+102% +$2.85M 2.06% 9
2019
Q1 		$2.76M Sell
45,423
-157
-0.3% -$9.27K 1.04% 23
2018
Q4 		$2.51M Buy
+45,580
New +$2.67M 1.52% 13

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Beacon Pointe Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 43% in Q1 2026, buying an estimated $24.6M and bringing the position to 877,555 shares worth $79.4M. The position accounts for 0.42% of the portfolio, ranked #52.

Beacon Pointe Advisors first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Beacon Pointe Advisors held 877,555 shares of iShares Core MSCI EAFE ETF worth $79.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 263,367 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $24.6M.
  • iShares Core MSCI EAFE ETF made up 0.42% of Beacon Pointe Advisors's portfolio in Q1 2026, its #52 holding.
  • Beacon Pointe Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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