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Sax Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sax Wealth Advisors’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 		$4.16M Buy
45,907
+19,120
+71% +$1.84M 0.17% 95
2026
Q1 		$2.4M Sell
26,787
-120
-0.4% -$11.2K 0.12% 109
2025
Q4 		$2.41M Sell
26,907
-4,220
-14% -$373K 0.11% 111
2025
Q3 		$2.72M Buy
31,127
+3,415
+12% +$290K 0.15% 90
2025
Q2 		$2.31M Buy
27,712
+1,965
+8% +$156K 0.14% 91
2025
Q1 		$1.95M Buy
25,747
+389
+2% +$29.1K 0.14% 90
2024
Q4 		$1.78M Sell
25,358
-647
-2% -$47.7K 0.14% 82
2024
Q3 		$2.03M Sell
26,005
-243
-0.9% -$18.2K 0.18% 62
2024
Q2 		$1.91M Buy
26,248
+3
+0% +$221 0.18% 60
2024
Q1 		$1.95M Buy
26,245
+352
+1% +$25.1K 0.23% 49
2023
Q4 		$1.82M Sell
25,893
-538
-2% -$35.5K 0.3% 55
2023
Q3 		$1.7M Sell
26,431
-220
-0.8% -$14.7K 0.34% 50
2023
Q2 		$1.8M Sell
26,651
-360
-1% -$24.4K 0.36% 49
2023
Q1 		$1.81M Buy
27,011
+475
+2% +$31.1K 0.39% 46
2022
Q4 		$1.64M Sell
26,536
-8,255
-24% -$486K 0.38% 46
2022
Q3 		$1.83M Sell
34,791
-6,561
-16% -$386K 0.47% 41
2022
Q2 		$2.43M Sell
41,352
-145
-0.3% -$9.3K 0.62% 32
2022
Q1 		$2.88M Sell
41,497
-1,155
-3% -$81.7K 0.7% 30
2021
Q4 		$3.18M Buy
42,652
+307
+0.7% +$23.1K 0.66% 32
2021
Q3 		$3.14M Sell
42,345
-245
-0.6% -$18.6K 0.75% 28
2021
Q2 		$3.19M Buy
42,590
+559
+1% +$42.2K 1.09% 24
2021
Q1 		$3.03M Buy
42,031
+1,114
+3% +$79.6K 1.11% 25
2020
Q4 		$2.83M Buy
+40,917
New +$2.65M 1.3% 21

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors's IEFA Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 71% in Q2 2026, buying an estimated $1.84M and bringing the position to 45,907 shares worth $4.16M. The position accounts for 0.17% of the portfolio, ranked #95.

Sax Wealth Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 634 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sax Wealth Advisors held 45,907 shares of iShares Core MSCI EAFE ETF worth $4.16M as of Q2 2026.
  • Sax Wealth Advisors bought 19,120 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.84M.
  • iShares Core MSCI EAFE ETF made up 0.17% of Sax Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Sax Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.