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Beam Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Beam Wealth 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
2024
Q2 		– Sell
-7,210
Closed -$576K – 109
2024
Q1 		$576K Buy
7,210
+909
+14% +$69.5K 0.35% 53
2023
Q4 		$475K Sell
6,301
-11
-0.2% -$777 0.3% 57
2023
Q3 		$435K Sell
6,312
-964
-13% -$69.1K 0.31% 56
2023
Q2 		$528K Sell
7,276
-1,094
-13% -$79.4K 0.37% 52
2023
Q1 		$599K Sell
8,370
-13
-0.2% -$909 0.6% 48
2022
Q4 		$550K Sell
8,383
-449
-5% -$28.1K 0.57% 50
2022
Q3 		$495K Buy
8,832
+2
+0% +$125 0.55% 57
2022
Q2 		$552K Sell
8,830
-541
-6% -$36.8K 0.61% 55
2022
Q1 		$690K Sell
9,371
-247
-3% -$18.5K 0.79% 41
2021
Q4 		$757K Buy
9,618
+907
+10% +$71.8K 0.87% 38
2021
Q3 		$680K Buy
8,711
+875
+11% +$70K 0.58% 54
2021
Q2 		$618K Sell
7,836
-44
-0.6% -$3.5K 0.53% 62
2021
Q1 		$598K Buy
7,880
+565
+8% +$42.5K 0.53% 67
2020
Q4 		$534K Buy
7,315
+698
+11% +$47.7K 0.5% 69
2020
Q3 		$421K Buy
6,617
+662
+11% +$42.4K 0.39% 78
2020
Q2 		$374K Buy
5,955
+15
+0.3% +$867 0.38% 82
2020
Q1 		$318K Sell
5,940
-590
-9% -$37.4K 0.32% 100
2019
Q4 		$453K Buy
+6,530
New +$441K 0.42% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beam Wealth Advisors's EFA Position: Q2 2024 in Review

Beam Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 7,210 shares — an estimated $576K sold.

Beam Wealth Advisors first reported a position in EFA in Q4 2019 and held it in 18 quarters. The position peaked at $757K in Q4 2021. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

  • Beam Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 7,210 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $576K.
  • Beam Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 18 quarters.
  • Beam Wealth Advisors's iShares MSCI EAFE ETF position peaked at $757K in Q4 2021.
  • 1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.