Sargent Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sargent Investment 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
2026 Q2	$323K	Buy	+3,349	New	+$322K	0.04%	207

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

Sargent Investment Group's IEFA Position: Q2 2026 in Review

Sargent Investment Group opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 3,349 shares worth $323K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings.

2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sargent Investment Group held 3,349 shares of iShares Core MSCI EAFE ETF worth $323K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Sargent Investment Group position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.04% of Sargent Investment Group's portfolio in Q2 2026, its #207 holding.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.