Sawyer & Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Sawyer & Company’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	$11.3K	Hold	109	–	–	﹤0.01%	155
2026 Q1	$10.6K	Hold	109	–	–	﹤0.01%	149
2025 Q4	$10.5K	Hold	109	–	–	﹤0.01%	154
2025 Q3	$10K	Hold	109	–	–	﹤0.01%	147
2025 Q2	$11.3K	Hold	109	–	–	﹤0.01%	155
2025 Q1	$9K	Hold	109	–	–	﹤0.01%	151
2024 Q4	$8K	Hold	109	–	–	﹤0.01%	155
2024 Q3	$9K	Buy	+109	New	+$8.77K	﹤0.01%	161
2023 Q4	–	Sell	-475	Closed	-$33K	–	183
2023 Q3	$33K	Buy	+475	New	+$34K	0.02%	133

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Sawyer & Company's EFA Position: Q2 2026 in Review

Sawyer & Company held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 109 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Sawyer & Company first reported a position in EFA in Q3 2023 and has held it in 9 quarters since. The position peaked at $33K in Q3 2023. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sawyer & Company held 109 shares of iShares MSCI EAFE ETF worth $11.3K as of Q2 2026.
Sawyer & Company left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of Sawyer & Company's portfolio in Q2 2026, its #155 holding.
Sawyer & Company first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 9 quarters since.
Sawyer & Company's iShares MSCI EAFE ETF position peaked at $33K in Q3 2023.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.