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SageGuard Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SageGuard Financial 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
2026
Q2 		$215K Sell
2,223
-1,400
-39% -$134K 0.03% 202
2026
Q1 		$328K Buy
+3,623
New +$338K 0.05% 152

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SageGuard Financial Group's IEFA Position: Q2 2026 in Review

SageGuard Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 39% in Q2 2026, selling an estimated $134K and leaving 2,223 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #202.

SageGuard Financial Group first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. The position peaked at $328K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • SageGuard Financial Group held 2,223 shares of iShares Core MSCI EAFE ETF worth $215K as of Q2 2026.
  • SageGuard Financial Group sold 1,400 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $134K.
  • iShares Core MSCI EAFE ETF made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #202 holding.
  • SageGuard Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • SageGuard Financial Group's iShares Core MSCI EAFE ETF position peaked at $328K in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.