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

Beam Wealth 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 		$4.38M Sell
45,346
-1,124
-2% -$108K 0.97% 21
2026
Q1 		$4.21M Buy
46,470
+2,889
+7% +$270K 1.05% 19
2025
Q4 		$3.9M Buy
43,581
+1,683
+4% +$149K 1.07% 20
2025
Q3 		$3.66M Buy
41,898
+3,148
+8% +$267K 1% 24
2025
Q2 		$3.23M Sell
38,750
-4,332
-10% -$344K 0.96% 24
2025
Q1 		$3.26M Buy
43,082
+1,773
+4% +$133K 1.1% 22
2024
Q4 		$2.9M Buy
41,309
+4,421
+12% +$326K 0.92% 30
2024
Q3 		$2.88M Buy
36,888
+1,140
+3% +$85.3K 0.87% 27
2024
Q2 		$2.6M Buy
+35,748
New +$2.63M 0.86% 28
2023
Q2 		– Sell
-3,952
Closed -$264K – 108
2023
Q1 		$264K Sell
3,952
-346
-8% -$22.7K 0.27% 80
2022
Q4 		$265K Sell
4,298
-13,393
-76% -$788K 0.28% 77
2022
Q3 		$932K Sell
17,691
-1,935
-10% -$114K 1.04% 36
2022
Q2 		$1.16M Buy
19,626
+10,424
+113% +$669K 1.28% 29
2022
Q1 		$640K Buy
9,202
+413
+5% +$29.2K 0.74% 44
2021
Q4 		$656K Buy
8,789
+279
+3% +$21K 0.75% 45
2021
Q3 		$632K Buy
8,510
+308
+4% +$23.4K 0.54% 59
2021
Q2 		$614K Buy
8,202
+5,322
+185% +$402K 0.53% 65
2021
Q1 		$208K Buy
+2,880
New +$206K 0.19% 126

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Beam Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, selling an estimated $108K and leaving 45,346 shares worth $4.38M. The position accounts for 0.97% of the portfolio, ranked #21.

Beam Wealth Advisors first reported a position in IEFA in Q1 2021 and has held it in 18 quarters since. 1,167 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Beam Wealth Advisors held 45,346 shares of iShares Core MSCI EAFE ETF worth $4.38M as of Q2 2026.
  • Beam Wealth Advisors sold 1,124 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $108K.
  • iShares Core MSCI EAFE ETF made up 0.97% of Beam Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Beam Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 18 quarters since.
  • 1,167 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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