Sage Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sage Capital Advisors’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	$724K	Buy	6,970 +27	+0.4%	+$2.78K	0.15%	92
2026 Q1	$674K	Sell	6,943 -5	-0.1%	-$500	0.16%	86
2025 Q4	$667K	Buy	6,948 +27	+0.4%	+$2.56K	0.16%	84
2025 Q3	$646K	Hold	6,921	–	–	0.15%	82
2025 Q2	$619K	Sell	6,921 -239	-3%	-$20.4K	0.15%	86
2025 Q1	$585K	Buy	7,160 +1,119	+19%	+$90.2K	0.15%	82
2024 Q4	$457K	Sell	6,041 -817	-12%	-$64.7K	0.12%	100
2024 Q3	$574K	Sell	6,858 -170	-2%	-$13.7K	0.15%	90
2024 Q2	$551K	Sell	7,028 -206	-3%	-$16.3K	0.16%	86
2024 Q1	$578K	Sell	7,234 -550	-7%	-$42.1K	0.17%	81
2023 Q4	$587K	Sell	7,784 -392	-5%	-$27.7K	0.19%	80
2023 Q3	$564K	Buy	8,176 +470	+6%	+$33.7K	0.21%	74
2023 Q2	$559K	Buy	7,706 +41	+0.5%	+$2.98K	0.2%	75
2023 Q1	$548K	Sell	7,665 -50	-0.6%	-$3.5K	0.21%	70
2022 Q4	$506K	Sell	7,715 -2,970	-28%	-$186K	0.22%	69
2022 Q3	$598K	Sell	10,685 -10,840	-50%	-$676K	0.31%	54
2022 Q2	$1.34M	Sell	21,525 -3,615	-14%	-$246K	0.64%	41
2022 Q1	$1.83M	Sell	25,140 -823	-3%	-$61.6K	0.74%	39
2021 Q4	$2.02M	Sell	25,963 -1,583	-6%	-$125K	0.77%	41
2021 Q3	$2.15M	Buy	27,546 +3	+0%	+$240	0.91%	39
2021 Q2	$2.17M	Buy	27,543 +14,960	+119%	+$1.19M	0.88%	40
2021 Q1	$955K	Buy	12,583 +4,134	+49%	+$311K	0.43%	50
2020 Q4	$627K	Buy	+8,449	New	+$578K	0.31%	57
2020 Q1	–	Sell	-5,299	Closed	-$368K	–	103
2019 Q4	$368K	Sell	5,299 -65	-1%	-$4.39K	0.23%	68
2019 Q3	$350K	Sell	5,364 -334	-6%	-$21.5K	0.26%	64
2019 Q2	$374K	Buy	5,698 +319	+6%	+$20.9K	0.26%	65
2019 Q1	$349K	Buy	5,379 +891	+20%	+$56.1K	0.22%	69
2018 Q4	$264K	Sell	4,488 -64	-1%	-$4K	0.2%	71
2018 Q3	$309K	Buy	4,552 +927	+26%	+$62.6K	0.19%	68
2018 Q2	$243K	Buy	3,625 +140	+4%	+$9.82K	0.17%	73
2018 Q1	$243K	Buy	3,485 +253	+8%	+$18K	0.17%	73
2017 Q4	$227K	Buy	3,232 +2	+0.1%	+$139	0.15%	76
2017 Q3	$221K	Sell	3,230 -7,167	-69%	-$479K	0.16%	78
2017 Q2	$678K	Buy	+10,397	New	+$673K	0.5%	52

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Sage Capital Advisors's EFA Position: Q2 2026 in Review

Sage Capital Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.39% in Q2 2026, buying an estimated $2.78K and bringing the position to 6,970 shares worth $724K. The position accounts for 0.15% of the portfolio, ranked #92.

Sage Capital Advisors first reported a position in EFA in Q2 2017 and has held it in 34 quarters since. The position peaked at $2.17M in Q2 2021. 611 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sage Capital Advisors held 6,970 shares of iShares MSCI EAFE ETF worth $724K as of Q2 2026.
Sage Capital Advisors bought 27 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.78K.
iShares MSCI EAFE ETF made up 0.15% of Sage Capital Advisors's portfolio in Q2 2026, its #92 holding.
Sage Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 34 quarters since.
Sage Capital Advisors's iShares MSCI EAFE ETF position peaked at $2.17M in Q2 2021.
611 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.