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

Sawyer & Company’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 		$3.86K Hold
40
– – ﹤0.01% 175
2026
Q1 		$3.62K Hold
40
– – ﹤0.01% 169
2025
Q4 		$3.58K Hold
40
– – ﹤0.01% 179
2025
Q3 		$3K Hold
40
– – ﹤0.01% 168
2025
Q2 		$3.86K Hold
40
– – ﹤0.01% 175
2025
Q1 		$3K Hold
40
– – ﹤0.01% 169
2024
Q4 		$3K Hold
40
– – ﹤0.01% 169
2024
Q3 		$3K Buy
+40
New +$2.99K ﹤0.01% 180

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Sawyer & Company held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 40 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Sawyer & Company first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sawyer & Company held 40 shares of iShares Core MSCI EAFE ETF worth $3.86K as of Q2 2026.
  • Sawyer & Company left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Sawyer & Company's portfolio in Q2 2026, its #175 holding.
  • Sawyer & Company first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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