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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sagespring Wealth Partners's EFA Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 4.4% in Q1 2026, buying an estimated $92.6K and bringing the position to 21,841 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #192.

Sagespring Wealth Partners first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Sagespring Wealth Partners held 21,841 shares of iShares MSCI EAFE ETF worth $2.12M as of Q1 2026.
  • Sagespring Wealth Partners bought 926 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $92.6K.
  • iShares MSCI EAFE ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #192 holding.
  • Sagespring Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.