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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q1 2026, selling an estimated $8.07M and leaving 1,308,185 shares worth $118M. The position accounts for 2.16% of the portfolio, ranked #12.

Sagespring Wealth Partners first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $130M in Q3 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Sagespring Wealth Partners held 1,308,185 shares of iShares Core MSCI EAFE ETF worth $118M as of Q1 2026.
  • Sagespring Wealth Partners sold 86,484 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.07M.
  • iShares Core MSCI EAFE ETF made up 2.16% of Sagespring Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Sagespring Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $130M in Q3 2025.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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