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Beirne Wealth Consulting Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Beirne Wealth Consulting Services’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
2026
Q2 		$8.51M Buy
81,873
+55,928
+216% +$5.75M 1.69% 16
2026
Q1 		$2.52M Buy
25,945
+7,268
+39% +$727K 0.71% 31
2025
Q4 		$1.79M Sell
18,677
-407
-2% -$38.6K 0.52% 38
2025
Q3 		$1.78M Sell
19,084
-192
-1% -$17.5K 0.43% 43
2025
Q2 		$1.72M Buy
19,276
+9,416
+95% +$804K 0.56% 34
2025
Q1 		$806K Buy
9,860
+384
+4% +$30.9K 0.29% 48
2024
Q4 		$717K Buy
9,476
+1,736
+22% +$137K 0.26% 50
2024
Q3 		$648K Sell
7,740
-123
-2% -$9.9K 0.23% 51
2024
Q2 		$616K Sell
7,863
-535
-6% -$42.4K 0.25% 54
2024
Q1 		$671K Buy
8,398
+7
+0.1% +$535 0.28% 51
2023
Q4 		$632K Buy
8,391
+2,341
+39% +$165K 0.31% 64
2023
Q3 		$439K Hold
6,050
– – 0.35% 55
2023
Q2 		$439K Buy
6,050
+2,033
+51% +$148K 0.35% 55
2023
Q1 		$287K Sell
4,017
-557
-12% -$39K 0.2% 76
2022
Q4 		$300K Sell
4,574
-5,539
-55% -$347K 0.15% 68
2022
Q3 		$566K Buy
10,113
+4,615
+84% +$288K 0.22% 57
2022
Q2 		$344K Buy
+5,498
New +$374K 0.22% 63
2021
Q4 		– Sell
-3,115
Closed -$243K – 107
2021
Q3 		$243K Hold
3,115
– – 0.14% 88
2021
Q2 		$245K Hold
3,115
– – 0.13% 89
2021
Q1 		$236K Sell
3,115
-101
-3% -$7.61K 0.14% 82
2020
Q4 		$235K Buy
+3,216
New +$220K 0.12% 132
2020
Q1 		– Sell
-10,082
Closed -$700K – 81
2019
Q4 		$700K Buy
10,082
+15
+0.1% +$1.01K 0.62% 34
2019
Q3 		$656K Hold
10,067
– – 0.55% 47
2019
Q2 		$662K Buy
10,067
+1,600
+19% +$105K 0.59% 47
2019
Q1 		$549K Sell
8,467
-354
-4% -$22.3K 0.43% 69
2018
Q4 		$518K Buy
+8,821
New +$551K 0.44% 68

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Beirne Wealth Consulting Services's EFA Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares MSCI EAFE ETF (EFA) stake by 216% in Q2 2026, buying an estimated $5.75M and bringing the position to 81,873 shares worth $8.51M. The position accounts for 1.69% of the portfolio, ranked #16.

Beirne Wealth Consulting Services first reported a position in EFA in Q4 2018 and has held it in 26 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Beirne Wealth Consulting Services held 81,873 shares of iShares MSCI EAFE ETF worth $8.51M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 55,928 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.75M.
  • iShares MSCI EAFE ETF made up 1.69% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #16 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 26 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.