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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 2,454 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.
  • 2,454 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.