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

Sage Rhino Capital’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	$17.3M	Sell	179,361 -11,106	-6%	-$1.07M	2.81%	6
2026 Q1	$17.2M	Buy	190,467 +2,062	+1%	+$192K	3.23%	5
2025 Q4	$16.9M	Sell	188,405 -400	-0.2%	-$35.4K	3.18%	5
2025 Q3	$16.5M	Buy	188,805 +3,415	+2%	+$290K	3.18%	6
2025 Q2	$15.5M	Buy	185,390 +13,884	+8%	+$1.1M	3.27%	6
2025 Q1	$13M	Sell	171,506 -12,603	-7%	-$942K	3.01%	7
2024 Q4	$12.9M	Buy	184,109 +12,191	+7%	+$899K	2.82%	7
2024 Q3	$13.4M	Buy	171,918 +5,127	+3%	+$384K	2.97%	6
2024 Q2	$12.1M	Sell	166,791 -1,109	-0.7%	-$81.6K	2.89%	6
2024 Q1	$12.5M	Buy	167,900 +3,040	+2%	+$216K	2.94%	6
2023 Q4	$11.6M	Sell	164,860 -3,936	-2%	-$259K	2.98%	6
2023 Q3	$10.9M	Buy	168,796 +5,415	+3%	+$363K	3.05%	6
2023 Q2	$11M	Buy	163,381 +308	+0.2%	+$20.9K	3.07%	7
2023 Q1	$10.9M	Buy	163,073 +117	+0.1%	+$7.67K	3.18%	6
2022 Q4	$10M	Sell	162,956 -1,372	-0.8%	-$80.7K	3.19%	6
2022 Q3	$8.65M	Sell	164,328 -34,866	-18%	-$2.05M	3.48%	7
2022 Q2	$11.7M	Sell	199,194 -3,747	-2%	-$240K	4.48%	3
2022 Q1	$14.1M	Buy	202,941 +11,353	+6%	+$803K	4.28%	3
2021 Q4	$14.3M	Buy	191,588 +5,018	+3%	+$377K	4%	4
2021 Q3	$13.9M	Buy	186,570 +3,884	+2%	+$295K	4.21%	4
2021 Q2	$13.7M	Buy	182,686 +7,577	+4%	+$572K	4.04%	5
2021 Q1	$12.6M	Buy	175,109 +10,000	+6%	+$715K	4.15%	5
2020 Q4	$11.4M	Buy	165,109 +2,187	+1%	+$141K	4.51%	3
2020 Q3	$9.82M	Buy	162,922 +1,637	+1%	+$98.7K	4.75%	3
2020 Q2	$9.22M	Sell	161,285 -4,172	-3%	-$226K	4.87%	3
2020 Q1	$8.26M	Buy	165,457 +57	+0%	+$3.39K	5.93%	3
2019 Q4	$10.8M	Sell	165,400 -14	-0%	-$888	6.14%	2
2019 Q3	$10.1M	Sell	165,414 -7,320	-4%	-$442K	6.34%	2
2019 Q2	$10.6M	Buy	172,734 +3,165	+2%	+$194K	6.81%	2
2019 Q1	$10.3M	Buy	+169,569	New	+$10M	6.81%	2

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 Rhino Capital's IEFA Position: Q2 2026 in Review

Sage Rhino Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q2 2026, selling an estimated $1.07M and leaving 179,361 shares worth $17.3M. The position accounts for 2.81% of the portfolio, ranked #6.

Sage Rhino Capital first reported a position in IEFA in Q1 2019 and has held it in 30 quarters since. 2,447 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sage Rhino Capital held 179,361 shares of iShares Core MSCI EAFE ETF worth $17.3M as of Q2 2026.
Sage Rhino Capital sold 11,106 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.07M.
iShares Core MSCI EAFE ETF made up 2.81% of Sage Rhino Capital's portfolio in Q2 2026, its #6 holding.
Sage Rhino Capital first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
2,447 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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