Sage Mountain Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sage Mountain Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.79M	Buy	49,608 +2,131	+4%	+$205K	0.29%	45
2026 Q1	$4.3M	Buy	47,477 +5,412	+13%	+$505K	0.3%	40
2025 Q4	$3.76M	Buy	42,065 +153	+0.4%	+$13.5K	0.2%	59
2025 Q3	$3.66M	Buy	41,912 +28,697	+217%	+$2.44M	0.21%	62
2025 Q2	$1.1M	Buy	13,215 +3,652	+38%	+$290K	0.07%	125
2025 Q1	$723K	Buy	9,563 +4,335	+83%	+$324K	0.05%	164
2024 Q4	$367K	Buy	5,228 +675	+15%	+$49.8K	0.03%	257
2024 Q3	$355K	Buy	4,553 +17	+0.4%	+$1.27K	0.03%	253
2024 Q2	$330K	Buy	4,536 +1,046	+30%	+$77K	0.03%	232
2024 Q1	$259K	Buy	3,490 +14	+0.4%	+$997	0.03%	266
2023 Q4	$245K	Sell	3,476 -2	-0.1%	-$132	0.03%	231
2023 Q3	$224K	Sell	3,478 -700	-17%	-$46.9K	0.03%	229
2023 Q2	$282K	Buy	4,178 +817	+24%	+$55.4K	0.04%	189
2023 Q1	$225K	Buy	3,361 +2,662	+381%	+$175K	0.04%	211
2022 Q4	$43.1K	Buy	699 +35	+5%	+$2.06K	0.01%	224
2022 Q3	$35K	Hold	664	–	–	0.01%	309
2022 Q2	$39K	Hold	664	–	–	0.01%	545
2022 Q1	$46K	Hold	664	–	–	0.01%	559
2021 Q4	$50K	Hold	664	–	–	0.01%	619
2021 Q3	$49K	Hold	664	–	–	0.01%	522
2021 Q2	$50K	Hold	664	–	–	0.01%	478
2021 Q1	$48K	Hold	664	–	–	0.01%	403
2020 Q4	$46K	Buy	+664	New	+$42.9K	0.02%	234

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sage Mountain Advisors's IEFA Position: Q2 2026 in Review

Sage Mountain Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q2 2026, buying an estimated $205K and bringing the position to 49,608 shares worth $4.79M. The position accounts for 0.29% of the portfolio, ranked #45.

Sage Mountain Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sage Mountain Advisors held 49,608 shares of iShares Core MSCI EAFE ETF worth $4.79M as of Q2 2026.
Sage Mountain Advisors bought 2,131 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $205K.
iShares Core MSCI EAFE ETF made up 0.29% of Sage Mountain Advisors's portfolio in Q2 2026, its #45 holding.
Sage Mountain Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.