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 Q2	$648K	Buy	6,235 +11	+0.2%	+$1.13K	0.1%	133
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Sage Rhino Capital's EFA Position: Q2 2026 in Review

Sage Rhino Capital increased its iShares MSCI EAFE ETF (EFA) stake by 0.18% in Q2 2026, buying an estimated $1.13K and bringing the position to 6,235 shares worth $648K. The position accounts for 0.1% of the portfolio, ranked #133.

Sage Rhino Capital first reported a position in EFA in Q1 2019 and has held it in 22 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sage Rhino Capital held 6,235 shares of iShares MSCI EAFE ETF worth $648K as of Q2 2026.
Sage Rhino Capital bought 11 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.13K.
iShares MSCI EAFE ETF made up 0.1% of Sage Rhino Capital's portfolio in Q2 2026, its #133 holding.
Sage Rhino Capital first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 22 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.