Beaumont Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Beaumont Asset Management’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	$805K	Sell	8,334 -45	-0.5%	-$4.32K	0.31%	48
2026 Q1	$759K	Buy	8,379 +91	+1%	+$8.49K	0.34%	44
2025 Q4	$741K	Buy	8,288 +1,674	+25%	+$148K	0.37%	41
2025 Q3	$577K	Buy	+6,614	New	+$562K	0.29%	45

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

Beaumont Asset Management's IEFA Position: Q2 2026 in Review

Beaumont Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.54% in Q2 2026, selling an estimated $4.32K and leaving 8,334 shares worth $805K. The position accounts for 0.31% of the portfolio, ranked #48.

Beaumont Asset Management first reported a position in IEFA in Q3 2025 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Beaumont Asset Management held 8,334 shares of iShares Core MSCI EAFE ETF worth $805K as of Q2 2026.
Beaumont Asset Management sold 45 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.32K.
iShares Core MSCI EAFE ETF made up 0.31% of Beaumont Asset Management's portfolio in Q2 2026, its #48 holding.
Beaumont Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.