Beaumont Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Beaumont Financial 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	$429K	Buy	4,446 +232	+6%	+$22.3K	0.03%	263
2026 Q1	$381K	Sell	4,214 -593	-12%	-$55.3K	0.03%	269
2025 Q4	$430K	Buy	4,807 +1,962	+69%	+$173K	0.03%	249
2025 Q3	$248K	Sell	2,845 -150	-5%	-$12.7K	0.02%	352
2025 Q2	$250K	Buy	2,995 +350	+13%	+$27.8K	0.02%	333
2025 Q1	$200K	Buy	+2,645	New	+$198K	0.02%	359
2024 Q4	–	Sell	-3,465	Closed	-$270K	–	374
2024 Q3	$270K	Sell	3,465 -400	-10%	-$29.9K	0.02%	289
2024 Q2	$281K	Buy	3,865 +771	+25%	+$56.7K	0.02%	286
2024 Q1	$230K	Buy	+3,094	New	+$220K	0.02%	328
2020 Q1	–	Sell	-3,081	Closed	-$201K	–	257
2019 Q4	$201K	Buy	+3,081	New	+$195K	0.02%	268

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 Financial Advisors's IEFA Position: Q2 2026 in Review

Beaumont Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.5% in Q2 2026, buying an estimated $22.3K and bringing the position to 4,446 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #263.

Beaumont Financial Advisors first reported a position in IEFA in Q4 2019 and has held it in 10 quarters since. The position peaked at $430K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Beaumont Financial Advisors held 4,446 shares of iShares Core MSCI EAFE ETF worth $429K as of Q2 2026.
Beaumont Financial Advisors bought 232 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $22.3K.
iShares Core MSCI EAFE ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #263 holding.
Beaumont Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 10 quarters since.
Beaumont Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $430K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.