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Sage Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Sage Financial 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 		$626K Buy
6,023
+3
+0% +$309 0.03% 74
2026
Q1 		$585K Buy
6,020
+820
+16% +$82K 0.04% 71
2025
Q4 		$499K Sell
5,200
-79
-1% -$7.49K 0.03% 76
2025
Q3 		$493K Hold
5,279
– – 0.03% 72
2025
Q2 		$472K Sell
5,279
-11
-0.2% -$939 0.03% 71
2025
Q1 		$432K Sell
5,290
-55
-1% -$4.43K 0.03% 79
2024
Q4 		$404K Sell
5,345
-894
-14% -$70.8K 0.03% 79
2024
Q3 		$522K Buy
6,239
+355
+6% +$28.6K 0.04% 68
2024
Q2 		$461K Hold
5,884
– – 0.04% 71
2024
Q1 		$470K Buy
5,884
+26
+0.4% +$1.99K 0.04% 68
2023
Q4 		$441K Hold
5,858
– – 0.04% 70
2023
Q3 		$404K Sell
5,858
-44
-0.7% -$3.15K 0.04% 68
2023
Q2 		$428K Sell
5,902
-85
-1% -$6.17K 0.05% 68
2023
Q1 		$428K Buy
5,987
+12
+0.2% +$839 0.05% 70
2022
Q4 		$392K Sell
5,975
-2,055
-26% -$129K 0.05% 73
2022
Q3 		$450K Buy
8,030
+1,725
+27% +$108K 0.06% 60
2022
Q2 		$394K Buy
+6,305
New +$429K 0.05% 62
2020
Q1 		– Sell
-14,082
Closed -$978K – 69
2019
Q4 		$978K Sell
14,082
-57
-0.4% -$3.85K 0.13% 39
2019
Q3 		$922K Hold
14,139
– – 0.14% 39
2019
Q2 		$929K Sell
14,139
-168
-1% -$11K 0.14% 41
2019
Q1 		$928K Sell
14,307
-1,000
-7% -$63K 0.14% 42
2018
Q4 		$900K Buy
+15,307
New +$956K 0.15% 42
2016
Q1 		– Sell
-10,437
Closed -$613K – 50
2015
Q4 		$613K Buy
+10,437
New +$629K 0.2% 25

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

Sage Financial Group's EFA Position: Q2 2026 in Review

Sage Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.05% in Q2 2026, buying an estimated $309 and bringing the position to 6,023 shares worth $626K. The position accounts for 0.03% of the portfolio, ranked #74.

Sage Financial Group first reported a position in EFA in Q4 2015 and has held it in 23 quarters since. The position peaked at $978K in Q4 2019. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sage Financial Group held 6,023 shares of iShares MSCI EAFE ETF worth $626K as of Q2 2026.
  • Sage Financial Group bought 3 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $309.
  • iShares MSCI EAFE ETF made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #74 holding.
  • Sage Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 23 quarters since.
  • Sage Financial Group's iShares MSCI EAFE ETF position peaked at $978K in Q4 2019.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.