Sageworth Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sageworth Trust’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	$801K	Hold	8,294	–	–	0.03%	72
2026 Q1	$751K	Hold	8,294	–	–	0.03%	85
2025 Q4	$742K	Sell	8,294 -374	-4%	-$33.1K	0.03%	69
2025 Q3	$757K	Buy	+8,668	New	+$736K	0.04%	127
2023 Q1	–	Sell	-1,155	Closed	-$71K	–	534
2022 Q4	$71K	Buy	+1,155	New	+$68K	0.01%	112
2021 Q2	–	Sell	-300	Closed	-$22K	–	903
2021 Q1	$22K	Buy	+300	New	+$21.4K	﹤0.01%	223
2020 Q4	–	Sell	-217	Closed	-$13K	–	212
2020 Q3	$13K	Buy	+217	New	+$13.1K	﹤0.01%	133
2019 Q2	–	Sell	-552	Closed	-$34K	–	225
2019 Q1	$34K	Buy	+552	New	+$32.6K	﹤0.01%	106

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

Sageworth Trust's IEFA Position: Q2 2026 in Review

Sageworth Trust held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 8,294 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #72.

Sageworth Trust first reported a position in IEFA in Q1 2019 and has held it in 8 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sageworth Trust held 8,294 shares of iShares Core MSCI EAFE ETF worth $801K as of Q2 2026.
Sageworth Trust left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.03% of Sageworth Trust's portfolio in Q2 2026, its #72 holding.
Sageworth Trust first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 8 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.