SageView Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

SageView Advisory Group’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
2025 Q4	$1.49M	Sell	15,473 -4,484	-22%	-$425K	0.05%	202
2025 Q3	$1.86M	Buy	19,957 +3,372	+20%	+$307K	0.06%	166
2025 Q2	$1.48M	Buy	16,585 +756	+5%	+$64.5K	0.06%	187
2025 Q1	$1.29M	Buy	15,829 +488	+3%	+$39.3K	0.06%	192
2024 Q4	$1.16M	Buy	15,341 +6,768	+79%	+$536K	0.05%	204
2024 Q3	$717K	Sell	8,573 -1,698	-17%	-$137K	0.04%	242
2024 Q2	$805K	Buy	+10,271	New	+$814K	0.04%	254
2024 Q1	–	Sell	-12,484	Closed	-$941K	–	575
2023 Q4	$941K	Buy	12,484 +2,963	+31%	+$209K	0.04%	268
2023 Q3	$656K	Sell	9,521 -98	-1%	-$7.02K	0.04%	287
2023 Q2	$697K	Buy	9,619 +401	+4%	+$29.1K	0.04%	286
2023 Q1	$659K	Sell	9,218 -520	-5%	-$36.4K	0.04%	274
2022 Q4	$639K	Buy	+9,738	New	+$610K	0.05%	210

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SageView Advisory Group's EFA Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares MSCI EAFE ETF (EFA) stake by 22% in Q4 2025, selling an estimated $425K and leaving 15,473 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #202.

SageView Advisory Group first reported a position in EFA in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.86M in Q3 2025. 2,209 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

SageView Advisory Group held 15,473 shares of iShares MSCI EAFE ETF worth $1.49M as of Q4 2025.
SageView Advisory Group sold 4,484 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $425K.
iShares MSCI EAFE ETF made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #202 holding.
SageView Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares MSCI EAFE ETF position peaked at $1.86M in Q3 2025.
2,209 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.