Sagespring Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Sagespring Wealth Partners’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	$2.87M	Buy	27,622 +5,781	+26%	+$595K	0.04%	180
2026 Q1	$2.12M	Buy	21,841 +926	+4%	+$92.6K	0.04%	192
2025 Q4	$2.01M	Sell	20,915 -451	-2%	-$42.8K	0.04%	186
2025 Q3	$1.99M	Sell	21,366 -1,125	-5%	-$102K	0.04%	182
2025 Q2	$2.01M	Buy	22,491 +1,874	+9%	+$160K	0.04%	173
2025 Q1	$1.69M	Sell	20,617 -7,185	-26%	-$579K	0.04%	171
2024 Q4	$2.1M	Buy	+27,802	New	+$2.2M	0.06%	142

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

Sagespring Wealth Partners's EFA Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 26% in Q2 2026, buying an estimated $595K and bringing the position to 27,622 shares worth $2.87M. The position accounts for 0.04% of the portfolio, ranked #180.

Sagespring Wealth Partners first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sagespring Wealth Partners held 27,622 shares of iShares MSCI EAFE ETF worth $2.87M as of Q2 2026.
Sagespring Wealth Partners bought 5,781 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $595K.
iShares MSCI EAFE ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #180 holding.
Sagespring Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.