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

Sage Financial Group’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95M Buy
51,564
+2,718
+6% +$210K 0.22% 34
2026
Q1 		$3.63M Buy
48,846
+914
+2% +$68.7K 0.24% 33
2025
Q4 		$3.42M Buy
47,932
+1,536
+3% +$107K 0.23% 33
2025
Q3 		$3.15M Buy
46,396
+5,513
+13% +$363K 0.21% 33
2025
Q2 		$2.6M Buy
40,883
+585
+1% +$35.8K 0.19% 34
2025
Q1 		$2.38M Sell
40,298
-8,973
-18% -$508K 0.19% 35
2024
Q4 		$2.59M Buy
49,271
+18,725
+61% +$1.03M 0.21% 36
2024
Q3 		$1.76M Buy
30,546
+6,530
+27% +$361K 0.14% 46
2024
Q2 		$1.27M Sell
24,016
-615
-2% -$33.4K 0.11% 49
2024
Q1 		$1.34M Sell
24,631
-650
-3% -$33.9K 0.12% 45
2023
Q4 		$1.32M Sell
25,281
-1,115
-4% -$55.2K 0.13% 46
2023
Q3 		$1.29M Hold
26,396
– – 0.14% 44
2023
Q2 		$1.29M Sell
26,396
-1,958
-7% -$96.4K 0.14% 45
2023
Q1 		$1.38M Sell
28,354
-6,702
-19% -$324K 0.16% 46
2022
Q4 		$1.61M Buy
+35,056
New +$1.52M 0.2% 40

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sage Financial Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 5.6% in Q2 2026, buying an estimated $210K and bringing the position to 51,564 shares worth $3.95M. The position accounts for 0.22% of the portfolio, ranked #34.

Sage Financial Group first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Sage Financial Group held 51,564 shares of iShares MSCI EAFE Value ETF worth $3.95M as of Q2 2026.
  • Sage Financial Group bought 2,718 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $210K.
  • iShares MSCI EAFE Value ETF made up 0.22% of Sage Financial Group's portfolio in Q2 2026, its #34 holding.
  • Sage Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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