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

Sage Financial Management 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 		$11M Sell
106,104
-1,070
-1% -$110K 3.03% 9
2026
Q1 		$10.4M Sell
107,174
-186
-0.2% -$18.6K 3.2% 8
2025
Q4 		$10.3M Sell
107,360
-1,316
-1% -$125K 3.15% 8
2025
Q3 		$10.1M Sell
108,676
-33
-0% -$3K 3.24% 8
2025
Q2 		$9.72M Buy
108,709
+12,807
+13% +$1.09M 3.36% 8
2025
Q1 		$7.84M Sell
95,902
-54
-0.1% -$4.35K 2.84% 12
2024
Q4 		$7.25M Sell
95,956
-264
-0.3% -$20.9K 2.69% 13
2024
Q3 		$8.05M Buy
+96,220
New +$7.74M 3.12% 11
2024
Q2 		– Sell
-96,243
Closed -$7.69M – 19
2024
Q1 		$7.69M Buy
96,243
+6,578
+7% +$503K 3.64% 11
2023
Q4 		$6.76M Sell
89,665
-754
-0.8% -$53.3K 3.63% 10
2023
Q3 		$6.23M Buy
+90,419
New +$6.48M 3.75% 9
2023
Q2 		– Sell
-74,622
Closed -$5.34M – 12
2023
Q1 		$5.34M Sell
74,622
-20,838
-22% -$1.46M 4.3% 9
2022
Q4 		$6.27M Buy
95,460
+16,507
+21% +$1.03M 4.38% 10
2022
Q3 		$4.42M Sell
78,953
-21,803
-22% -$1.36M 3.9% 11
2022
Q2 		$6.3M Sell
100,756
-11,835
-11% -$806K 4.41% 10
2022
Q1 		$8.29M Buy
112,591
+1,597
+1% +$119K 5.68% 7
2021
Q4 		$8.73M Buy
+110,994
New +$8.79M 5.82% 7
2021
Q3 		– Sell
-111,801
Closed -$8.82M – 11
2021
Q2 		$8.82M Sell
111,801
-2,905
-3% -$231K 8.04% 5
2021
Q1 		$8.7M Sell
114,706
-6,803
-6% -$512K 6.7% 6
2020
Q4 		$8.87M Buy
+121,509
New +$8.31M 6.95% 5

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 Management Group's EFA Position: Q2 2026 in Review

Sage Financial Management Group reduced its iShares MSCI EAFE ETF (EFA) stake by 1% in Q2 2026, selling an estimated $110K and leaving 106,104 shares worth $11M. The position accounts for 3.03% of the portfolio, ranked #9.

Sage Financial Management Group first reported a position in EFA in Q4 2020 and has held it in 20 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sage Financial Management Group held 106,104 shares of iShares MSCI EAFE ETF worth $11M as of Q2 2026.
  • Sage Financial Management Group sold 1,070 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $110K.
  • iShares MSCI EAFE ETF made up 3.03% of Sage Financial Management Group's portfolio in Q2 2026, its #9 holding.
  • Sage Financial Management Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.