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

Sagespring Wealth Partners’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	$129M	Buy	1,340,715 +32,530	+2%	+$3.12M	1.99%	13
2026 Q1	$118M	Sell	1,308,185 -86,484	-6%	-$8.07M	2.16%	12
2025 Q4	$125M	Sell	1,394,669 -95,298	-6%	-$8.43M	2.27%	12
2025 Q3	$130M	Buy	1,489,967 +36,242	+2%	+$3.08M	2.55%	10
2025 Q2	$121M	Buy	1,453,725 +41,834	+3%	+$3.32M	2.61%	10
2025 Q1	$107M	Sell	1,411,891 -340,402	-19%	-$25.5M	2.7%	10
2024 Q4	$123M	Buy	+1,752,293	New	+$129M	3.25%	8

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

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

Sagespring Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, buying an estimated $3.12M and bringing the position to 1,340,715 shares worth $129M. The position accounts for 1.99% of the portfolio, ranked #13.

Sagespring Wealth Partners first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $130M in Q3 2025. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sagespring Wealth Partners held 1,340,715 shares of iShares Core MSCI EAFE ETF worth $129M as of Q2 2026.
Sagespring Wealth Partners bought 32,530 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.12M.
iShares Core MSCI EAFE ETF made up 1.99% of Sagespring Wealth Partners's portfolio in Q2 2026, its #13 holding.
Sagespring Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $130M in Q3 2025.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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