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

Beacon Pointe Advisors, LLC holds 877,555 shares of IEFA (ISHARES CORE MSCI EAFE ETF), worth $79.4M as of 2026-Q1. The position was increased (+42.9% shares). IEFA represents 0.4% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$79.4M

Current Shares

877,555

Total Value Change

+$40.5M

Total Shares Change

+378,300

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
877,555
+42.9%
$79.4M0.4%$93.48
48
2025-Q4
Increased
614,188
+9.3%
$54.9M0.4%$89.87
38
2025-Q3
Increased
562,056
+14.1%
$49.1M0.4%$85.26
40
2025-Q2
Increased
492,429
+1.7%
$41.1M0.4%$81.73
35
2025-Q1
Decreased
484,101
-2.8%
$36.6M0.4%$73.63
0
2024-Q4
Decreased
498,219
-0.2%
$35M0.4%$67.77
0
2024-Q3
Decreased
499,255
-2.5%
$39M0.4%$74.25
0

Other major holders of IEFA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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