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Beta Wealth Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Beta Wealth Group’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
Q1 		$313K Sell
3,219
-1,009
-24% -$101K 0.13% 98
2025
Q4 		$406K Sell
4,228
-474
-10% -$45K 0.16% 90
2025
Q3 		$439K Buy
+4,702
New +$427K 0.17% 94

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beta Wealth Group's EFA Position: Q1 2026 in Review

Beta Wealth Group reduced its iShares MSCI EAFE ETF (EFA) stake by 24% in Q1 2026, selling an estimated $101K and leaving 3,219 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #98.

Beta Wealth Group first reported a position in EFA in Q3 2025 and has held it in 3 quarters since. The position peaked at $439K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Beta Wealth Group held 3,219 shares of iShares MSCI EAFE ETF worth $313K as of Q1 2026.
  • Beta Wealth Group sold 1,009 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $101K.
  • iShares MSCI EAFE ETF made up 0.13% of Beta Wealth Group's portfolio in Q1 2026, its #98 holding.
  • Beta Wealth Group first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • Beta Wealth Group's iShares MSCI EAFE ETF position peaked at $439K in Q3 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.