Sage Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $9.12M | Buy |
94,133
+40,228
| +75% | +$3.97M | 4.91% | 6 |
|
|
2026
Q2 | $5.21M | Sell |
53,905
-9,075
| -14% | -$872K | 2.56% | 12 |
|
|
2026
Q1 | $5.7M | Sell |
62,980
-50,674
| -45% | -$4.73M | 3.12% | 10 |
|
|
2025
Q4 | $10.2M | Sell |
113,654
-23,654
| -17% | -$2.09M | 5.54% | 6 |
|
|
2025
Q3 | $12M | Sell |
137,308
-44,348
| -24% | -$3.77M | 6.29% | 3 |
|
|
2025
Q2 | $15.2M | Sell |
181,656
-6,856
| -4% | -$544K | 8.26% | 4 |
|
|
2025
Q1 | $14.3M | Buy |
188,512
+46,555
| +33% | +$3.48M | 8.38% | 3 |
|
|
2024
Q4 | $10M | Sell |
141,957
-279,369
| -66% | -$20.6M | 5.92% | 3 |
|
|
2024
Q3 | $30.6M | Hold |
421,326
| – | – | 8.59% | 1 |
|
|
2024
Q2 | $30.6M | Sell |
421,326
-1,540
| -0.4% | -$113K | 8.59% | 1 |
|
|
2024
Q1 | $31.4M | Buy |
422,866
+106,105
| +33% | +$7.55M | 8.57% | 2 |
|
|
2023
Q4 | $22.3M | Sell |
316,761
-1,628
| -0.5% | -$107K | 5.97% | 4 |
|
|
2023
Q3 | $20.5M | Buy |
318,389
+21,772
| +7% | +$1.46M | 5.73% | 4 |
|
|
2023
Q2 | $20M | Sell |
296,617
-8,935
| -3% | -$606K | 5.84% | 3 |
|
|
2023
Q1 | $20.4M | Sell |
305,552
-91,255
| -23% | -$5.98M | 5.79% | 4 |
|
|
2022
Q4 | $24.5M | Sell |
396,807
-29,886
| -7% | -$1.76M | 7.16% | 3 |
|
|
2022
Q3 | $22.5M | Sell |
426,693
-153,035
| -26% | -$9M | 7% | 4 |
|
|
2022
Q2 | $34.1M | Buy |
579,728
+318
| +0.1% | +$20.4K | 9.76% | 1 |
|
|
2022
Q1 | $40.3M | Buy |
579,410
+12,116
| +2% | +$857K | 10.16% | 1 |
|
|
2021
Q4 | $42.3M | Buy |
567,294
+22,297
| +4% | +$1.68M | 10.51% | 1 |
|
|
2021
Q3 | $40.5M | Buy |
544,997
+38,315
| +8% | +$2.91M | 10.52% | 1 |
|
|
2021
Q2 | $37.9M | Sell |
506,682
-143,726
| -22% | -$10.9M | 10.39% | 1 |
|
|
2021
Q1 | $46.9M | Buy |
650,408
+42,437
| +7% | +$3.03M | 11.41% | 1 |
|
|
2020
Q4 | $42M | Sell |
607,971
-220,257
| -27% | -$14.2M | 11.09% | 1 |
|
|
2020
Q3 | $49.9M | Buy |
828,228
+138,120
| +20% | +$8.33M | 16.44% | 1 |
|
|
2020
Q2 | $39.5M | Buy |
690,108
+238,829
| +53% | +$12.9M | 12.41% | 1 |
|
|
2020
Q1 | $22.5M | Buy |
451,279
+41,354
| +10% | +$2.46M | 8.66% | 2 |
|
|
2019
Q4 | $26.7M | Buy |
409,925
+150
| +0% | +$9.5K | 8.48% | 2 |
|
|
2019
Q3 | $25M | Sell |
409,775
-136,230
| -25% | -$8.22M | 8.2% | 3 |
|
|
2019
Q2 | $33.5M | Sell |
546,005
-890,000
| -62% | -$54.5M | 9.84% | 1 |
|
|
2019
Q1 | $87.2M | Buy |
1,436,005
+23,043
| +2% | +$1.36M | 8.35% | 2 |
|
|
2018
Q4 | $77.7M | Buy |
1,412,962
+39,671
| +3% | +$2.33M | 8.11% | 3 |
|
|
2018
Q3 | $88M | Buy |
1,373,291
+342,270
| +33% | +$21.8M | 8.4% | 4 |
|
|
2018
Q2 | $65.3M | Sell |
1,031,021
-3,088
| -0.3% | -$204K | 6.44% | 4 |
|
|
2018
Q1 | $68M | Sell |
1,034,109
-1,075,879
| -51% | -$72.3M | 6.82% | 5 |
|
|
2017
Q4 | $139M | Sell |
2,109,988
-262,159
| -11% | -$17.1M | 13.98% | 1 |
|
|
2017
Q3 | $152M | Buy |
2,372,147
+470,606
| +25% | +$29.4M | 16.39% | 1 |
|
|
2017
Q2 | $116M | Sell |
1,901,541
-112,200
| -6% | -$6.77M | 13.44% | 2 |
|
|
2017
Q1 | $117M | Buy |
2,013,741
+1,022,341
| +103% | +$57.5M | 14.01% | 2 |
|
|
2016
Q4 | $53.1M | Buy |
+991,400
| New | +$53.2M | 6.78% | 4 |
|
Other funds holding IEFA
Sage Advisory Services's IEFA Position: Q3 2026 in Review
Sage Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 75% in Q3 2026, buying an estimated $3.97M and bringing the position to 94,133 shares worth $9.12M. The position accounts for 4.91% of the portfolio, ranked #6.
Sage Advisory Services first reported a position in IEFA in Q4 2016 and has held it in 40 quarters since. The position peaked at $152M in Q3 2017. 1,145 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.
- Sage Advisory Services held 94,133 shares of iShares Core MSCI EAFE ETF worth $9.12M as of Q3 2026.
- Sage Advisory Services bought 40,228 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $3.97M.
- iShares Core MSCI EAFE ETF made up 4.91% of Sage Advisory Services's portfolio in Q3 2026, its #6 holding.
- Sage Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 40 quarters since.
- Sage Advisory Services's iShares Core MSCI EAFE ETF position peaked at $152M in Q3 2017.
- 1,145 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.
Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.