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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sage Financial Management Group's EFA Position: Q1 2026 in Review

Sage Financial Management Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.17% in Q1 2026, selling an estimated $18.6K and leaving 107,174 shares worth $10.4M. The position accounts for 3.2% of the portfolio, ranked #8.

Sage Financial Management Group first reported a position in EFA in Q4 2020 and has held it in 19 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Sage Financial Management Group held 107,174 shares of iShares MSCI EAFE ETF worth $10.4M as of Q1 2026.
  • Sage Financial Management Group sold 186 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $18.6K.
  • iShares MSCI EAFE ETF made up 3.2% of Sage Financial Management Group's portfolio in Q1 2026, its #8 holding.
  • Sage Financial Management Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 19 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.