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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sage Mountain Advisors's IEFA Position: Q1 2026 in Review

Sage Mountain Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q1 2026, buying an estimated $505K and bringing the position to 47,477 shares worth $4.3M. The position accounts for 0.3% of the portfolio, ranked #40.

Sage Mountain Advisors first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Sage Mountain Advisors held 47,477 shares of iShares Core MSCI EAFE ETF worth $4.3M as of Q1 2026.
  • Sage Mountain Advisors bought 5,412 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $505K.
  • iShares Core MSCI EAFE ETF made up 0.3% of Sage Mountain Advisors's portfolio in Q1 2026, its #40 holding.
  • Sage Mountain Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.