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
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 $1.37T AUM 24.88% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

SageView Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q4 2025, buying an estimated $602K and bringing the position to 184,674 shares worth $16.5M. The position accounts for 0.56% of the portfolio, ranked #20.

SageView Advisory Group first reported a position in IEFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $25.9M in Q1 2023. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

SageView Advisory Group held 184,674 shares of iShares Core MSCI EAFE ETF worth $16.5M as of Q4 2025.
SageView Advisory Group bought 6,806 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $602K.
iShares Core MSCI EAFE ETF made up 0.56% of SageView Advisory Group's portfolio in Q4 2025, its #20 holding.
SageView Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares Core MSCI EAFE ETF position peaked at $25.9M in Q1 2023.
2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

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