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

Beam Wealth 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 		$7.14M Sell
57,357
-166
-0.3% -$20K 1.57% 12
2026
Q1 		$6.41M Buy
57,523
+8,449
+17% +$994K 1.59% 12
2025
Q4 		$5.59M Buy
49,074
+2,878
+6% +$330K 1.53% 12
2025
Q3 		$5.26M Buy
46,196
+12,268
+36% +$1.37M 1.43% 16
2025
Q2 		$3.8M Buy
33,928
+2,046
+6% +$216K 1.13% 20
2025
Q1 		$3.19M Buy
31,882
+570
+2% +$58.1K 1.08% 23
2024
Q4 		$3.03M Sell
31,312
-194
-0.6% -$19.7K 0.96% 26
2024
Q3 		$3.39M Buy
31,506
+2,975
+10% +$309K 1.03% 23
2024
Q2 		$2.92M Buy
28,531
+12,467
+78% +$1.27M 0.97% 22
2024
Q1 		$1.67M Buy
16,064
+80
+0.5% +$7.96K 1% 24
2023
Q4 		$1.55M Buy
15,984
+1,063
+7% +$95.3K 0.98% 25
2023
Q3 		$1.29M Sell
14,921
-5,172
-26% -$477K 0.92% 27
2023
Q2 		$1.92M Buy
+20,093
New +$1.91M 1.33% 21

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

Beam Wealth Advisors's EFG Position: Q2 2026 in Review

Beam Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.29% in Q2 2026, selling an estimated $20K and leaving 57,357 shares worth $7.14M. The position accounts for 1.57% of the portfolio, ranked #12.

Beam Wealth Advisors first reported a position in EFG in Q2 2023 and has held it in 13 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Beam Wealth Advisors held 57,357 shares of iShares MSCI EAFE Growth ETF worth $7.14M as of Q2 2026.
  • Beam Wealth Advisors sold 166 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $20K.
  • iShares MSCI EAFE Growth ETF made up 1.57% of Beam Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Beam Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.