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Sapient Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Sapient Capital’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
2026
Q3 		$1.53M Buy
14,685
+862
+6% +$91.3K 0.02% 169
2026
Q2 		$1.44M Hold
13,823
– – 0.02% 171
2026
Q1 		$1.34M Buy
13,823
+1,000
+8% +$100K 0.02% 181
2025
Q4 		$1.24M Sell
12,823
-174
-1% -$16.5K 0.02% 186
2025
Q3 		$1.21M Sell
12,997
-68
-0.5% -$6.18K 0.02% 174
2025
Q2 		$1.17M Sell
13,065
-69
-0.5% -$5.89K 0.02% 171
2025
Q1 		$1.07M Sell
13,134
-145
-1% -$11.7K 0.02% 188
2024
Q4 		$1M Buy
13,279
+305
+2% +$24.2K 0.02% 186
2024
Q3 		$1.09M Buy
12,974
+692
+6% +$55.7K 0.02% 183
2024
Q2 		$962K Buy
12,282
+1,169
+11% +$92.6K 0.02% 174
2024
Q1 		$887K Sell
11,113
-497
-4% -$38K 0.02% 185
2023
Q4 		$875K Buy
+11,610
New +$821K 0.02% 185

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Sapient Capital's EFA Position: Q3 2026 in Review

Sapient Capital increased its iShares MSCI EAFE ETF (EFA) stake by 6.2% in Q3 2026, buying an estimated $91.3K and bringing the position to 14,685 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #169.

Sapient Capital first reported a position in EFA in Q4 2023 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Sapient Capital held 14,685 shares of iShares MSCI EAFE ETF worth $1.53M as of Q3 2026.
  • Sapient Capital bought 862 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $91.3K.
  • iShares MSCI EAFE ETF made up 0.02% of Sapient Capital's portfolio in Q3 2026, its #169 holding.
  • Sapient Capital first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.