Sage Rhino Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Sage Rhino Capital’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	$605K	Hold	6,224	–	–	0.11%	130
2025 Q4	$598K	Buy	6,224 +12	+0.2%	+$1.14K	0.11%	134
2025 Q3	$580K	Hold	6,212	–	–	0.11%	137
2025 Q2	$555K	Buy	6,212 +12	+0.2%	+$1.02K	0.12%	124
2025 Q1	$507K	Buy	6,200 +2	+0%	+$161	0.12%	128
2024 Q4	$469K	Buy	6,198 +92	+2%	+$7.29K	0.1%	143
2024 Q3	$511K	Buy	6,106 +15	+0.2%	+$1.21K	0.11%	134
2024 Q2	$477K	Buy	6,091 +16	+0.3%	+$1.27K	0.11%	134
2024 Q1	$485K	Hold	6,075	–	–	0.11%	132
2023 Q4	$458K	Hold	6,075	–	–	0.12%	130
2023 Q3	$419K	Hold	6,075	–	–	0.12%	132
2023 Q2	$440K	Hold	6,075	–	–	0.12%	127
2023 Q1	$434K	Hold	6,075	–	–	0.13%	127
2022 Q4	$399K	Sell	6,075 -70	-1%	-$4.38K	0.13%	127
2022 Q3	$344K	Hold	6,145	–	–	0.14%	114
2022 Q2	$384K	Hold	6,145	–	–	0.15%	116
2022 Q1	$452K	Buy	+6,145	New	+$460K	0.14%	129
2020 Q1	–	Sell	-7,608	Closed	-$528K	–	151
2019 Q4	$528K	Sell	7,608 -100	-1%	-$6.75K	0.3%	74
2019 Q3	$503K	Hold	7,708	–	–	0.32%	59
2019 Q2	$507K	Sell	7,708 -200	-3%	-$13.1K	0.33%	66
2019 Q1	$513K	Buy	+7,908	New	+$498K	0.34%	63

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sage Rhino Capital's EFA Position: Q1 2026 in Review

Sage Rhino Capital held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 6,224 shares worth $605K. The position accounts for 0.11% of the portfolio, ranked #130.

Sage Rhino Capital first reported a position in EFA in Q1 2019 and has held it in 21 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Sage Rhino Capital held 6,224 shares of iShares MSCI EAFE ETF worth $605K as of Q1 2026.
Sage Rhino Capital left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.11% of Sage Rhino Capital's portfolio in Q1 2026, its #130 holding.
Sage Rhino Capital first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 21 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.