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 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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Sapient Capital's EFA Position: Q2 2026 in Review

Sapient Capital held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 13,823 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #171.

Sapient Capital first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sapient Capital held 13,823 shares of iShares MSCI EAFE ETF worth $1.44M as of Q2 2026.
Sapient Capital left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.02% of Sapient Capital's portfolio in Q2 2026, its #171 holding.
Sapient Capital first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.