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

SageView Advisory Group’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	$17.5M	Sell	181,320 -2,783	-2%	-$267K	0.57%	22
2026 Q1	$16.7M	Sell	184,103 -571	-0.3%	-$53.3K	0.61%	18
2025 Q4	$16.5M	Buy	184,674 +6,806	+4%	+$602K	0.56%	20
2025 Q3	$15.5M	Sell	177,868 -231	-0.1%	-$19.6K	0.54%	24
2025 Q2	$14.9M	Sell	178,099 -8,668	-5%	-$688K	0.56%	22
2025 Q1	$14.1M	Sell	186,767 -32,655	-15%	-$2.44M	0.6%	20
2024 Q4	$15.4M	Buy	219,422 +72,899	+50%	+$5.38M	0.66%	21
2024 Q3	$11.4M	Sell	146,523 -87,815	-37%	-$6.57M	0.58%	24
2024 Q2	$17M	Buy	234,338 +214,912	+1,106%	+$15.8M	0.79%	17
2024 Q1	$1.13M	Sell	19,426 -275,645	-93%	-$19.6M	0.06%	183
2023 Q4	$20.7M	Sell	295,071 -100,515	-25%	-$6.63M	0.89%	17
2023 Q3	$25.5M	Buy	395,586 +21,446	+6%	+$1.44M	1.46%	11
2023 Q2	$25.3M	Sell	374,140 -12,632	-3%	-$857K	1.41%	12
2023 Q1	$25.9M	Buy	386,772 +35,569	+10%	+$2.33M	1.65%	11
2022 Q4	$21.6M	Buy	+351,203	New	+$20.7M	1.76%	10

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

SageView Advisory Group's IEFA Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q2 2026, selling an estimated $267K and leaving 181,320 shares worth $17.5M. The position accounts for 0.57% of the portfolio, ranked #22.

SageView Advisory Group first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.9M in Q1 2023. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

SageView Advisory Group held 181,320 shares of iShares Core MSCI EAFE ETF worth $17.5M as of Q2 2026.
SageView Advisory Group sold 2,783 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $267K.
iShares Core MSCI EAFE ETF made up 0.57% of SageView Advisory Group's portfolio in Q2 2026, its #22 holding.
SageView Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's iShares Core MSCI EAFE ETF position peaked at $25.9M in Q1 2023.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.