Sapient Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sapient Capital’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	$5.81M	Buy	60,114 +3,641	+6%	+$350K	0.08%	110
2026 Q1	$5.11M	Buy	56,473 +3,645	+7%	+$340K	0.08%	113
2025 Q4	$4.75M	Buy	52,828 +605	+1%	+$53.5K	0.07%	109
2025 Q3	$4.54M	Buy	52,223 +57	+0.1%	+$4.84K	0.07%	107
2025 Q2	$4.35M	Sell	52,166 -1,023	-2%	-$81.2K	0.08%	105
2025 Q1	$4.02M	Buy	53,189 +270	+0.5%	+$20.2K	0.08%	108
2024 Q4	$3.72M	Buy	52,919 +32,297	+157%	+$2.38M	0.07%	107
2024 Q3	$1.61M	Buy	20,622 +8,874	+76%	+$664K	0.03%	153
2024 Q2	$853K	Sell	11,748 -947	-7%	-$69.7K	0.02%	182
2024 Q1	$942K	Sell	12,695 -412	-3%	-$29.3K	0.02%	182
2023 Q4	$922K	Buy	+13,107	New	+$864K	0.02%	178

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

Sapient Capital's IEFA Position: Q2 2026 in Review

Sapient Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.4% in Q2 2026, buying an estimated $350K and bringing the position to 60,114 shares worth $5.81M. The position accounts for 0.08% of the portfolio, ranked #110.

Sapient Capital first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sapient Capital held 60,114 shares of iShares Core MSCI EAFE ETF worth $5.81M as of Q2 2026.
Sapient Capital bought 3,641 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $350K.
iShares Core MSCI EAFE ETF made up 0.08% of Sapient Capital's portfolio in Q2 2026, its #110 holding.
Sapient Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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