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Showing 7 of 24 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in ISHARES MSCI EAFE GROWTH ETF

Beacon Pointe Advisors, LLC holds 565,967 shares of EFG (ISHARES MSCI EAFE GROWTH ETF), worth $63M as of 2026-Q1. The position was increased (+29.1% shares). EFG represents 0.3% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$63M

Current Shares

565,967

Total Value Change

+$8.2M

Total Shares Change

+56,189

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
565,967
+29.1%
$63M0.3%$116.73
44
2025-Q4
Increased
438,424
+6.6%
$49.9M0.4%$114.45
37
2025-Q3
Decreased
411,296
-16.1%
$46.8M0.4%$111.53
0
2025-Q2
Increased
490,315
+4.8%
$54.9M0.6%$109.97
43
2025-Q1
Decreased
467,645
-9.8%
$46.8M0.5%$98.29
0
2024-Q4
Increased
518,328
+1.7%
$50.2M0.6%$94.57
42
2024-Q3
Decreased
509,778
-2.2%
$54.9M0.6%$104.45
0

Other major holders of EFG: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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