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 Q2	$95.4M	Buy	987,420 +109,865	+13%	+$10.6M	0.44%	48
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 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 Pointe Advisors's IEFA Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, buying an estimated $10.6M and bringing the position to 987,420 shares worth $95.4M. The position accounts for 0.44% of the portfolio, ranked #48.

Beacon Pointe Advisors first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Beacon Pointe Advisors held 987,420 shares of iShares Core MSCI EAFE ETF worth $95.4M as of Q2 2026.
Beacon Pointe Advisors bought 109,865 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.6M.
iShares Core MSCI EAFE ETF made up 0.44% of Beacon Pointe Advisors's portfolio in Q2 2026, its #48 holding.
Beacon Pointe Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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