Sawgrass Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sawgrass Asset Management’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	–	Sell	-2,564	Closed	-$232K	–	209
2026 Q1	$232K	Sell	2,564 -113,125	-98%	-$10.6M	0.03%	172
2025 Q4	$10.3M	Buy	115,689 +708	+0.6%	+$62.6K	1.29%	22
2025 Q3	$10M	Sell	114,981 -341	-0.3%	-$29K	1.24%	24
2025 Q2	$9.63M	Sell	115,322 -632	-0.5%	-$50.2K	1.09%	32
2025 Q1	$8.77M	Buy	115,954 +10,740	+10%	+$803K	1.08%	33
2024 Q4	$7.39M	Sell	105,214 -8,791	-8%	-$649K	0.81%	44
2024 Q3	$8.9M	Buy	114,005 +2,590	+2%	+$194K	0.93%	40
2024 Q2	$8.09M	Buy	111,415 +2,520	+2%	+$185K	0.88%	42
2024 Q1	$8.08M	Buy	108,895 +5,175	+5%	+$368K	0.88%	45
2023 Q4	$7.3M	Buy	103,720 +8,035	+8%	+$530K	0.82%	48
2023 Q3	$6.16M	Buy	+95,685	New	+$6.41M	0.75%	47

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

Sawgrass Asset Management's IEFA Position: Q2 2026 in Review

Sawgrass Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 2,564 shares — an estimated $232K sold.

Sawgrass Asset Management first reported a position in IEFA in Q3 2023 and held it in 11 quarters. The position peaked at $10.3M in Q4 2025. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sawgrass Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Sawgrass Asset Management sold 2,564 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $232K.
Sawgrass Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and held it in 11 quarters.
Sawgrass Asset Management's iShares Core MSCI EAFE ETF position peaked at $10.3M in Q4 2025.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.