Sage Private Wealth Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sage Private Wealth Group’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
2025 Q2	–	Sell	-4,070	Closed	-$308K	–	93
2025 Q1	$308K	Buy	+4,070	New	+$304K	0.23%	66
2022 Q4	–	Sell	-452	Closed	-$24K	–	111
2022 Q3	$24K	Hold	452	–	–	0.03%	105
2022 Q2	$27K	Hold	452	–	–	0.04%	100
2022 Q1	$31K	Hold	452	–	–	0.03%	103
2021 Q4	$33K	Hold	452	–	–	0.04%	97
2021 Q3	$34K	Hold	452	–	–	0.05%	95
2021 Q2	$34K	Hold	452	–	–	0.05%	97
2021 Q1	$33K	Hold	452	–	–	0.06%	103
2020 Q4	$31K	Buy	+452	New	+$29.2K	0.09%	93

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sage Private Wealth Group's IEFA Position: Q2 2025 in Review

Sage Private Wealth Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 4,070 shares — an estimated $308K sold.

Sage Private Wealth Group first reported a position in IEFA in Q4 2020 and held it in 9 quarters. The position peaked at $308K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Sage Private Wealth Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Sage Private Wealth Group sold 4,070 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $308K.
Sage Private Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 9 quarters.
Sage Private Wealth Group's iShares Core MSCI EAFE ETF position peaked at $308K in Q1 2025.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.