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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
Q2 		$334K Hold
3,219
– – 0.13% 102
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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Beta Wealth Group's EFA Position: Q2 2026 in Review

Beta Wealth Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,219 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #102.

Beta Wealth Group first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. The position peaked at $439K in Q3 2025. 2,263 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Beta Wealth Group held 3,219 shares of iShares MSCI EAFE ETF worth $334K as of Q2 2026.
  • Beta Wealth Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.13% of Beta Wealth Group's portfolio in Q2 2026, its #102 holding.
  • Beta Wealth Group first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • Beta Wealth Group's iShares MSCI EAFE ETF position peaked at $439K in Q3 2025.
  • 2,263 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.