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Saxon Interests’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Saxon Interests’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 		$1.51M Sell
15,664
-11
-0.1% -$1.06K 0.42% 54
2026
Q1 		$1.42M Sell
15,675
-338
-2% -$31.5K 0.49% 48
2025
Q4 		$1.43M Sell
16,013
-653
-4% -$57.7K 0.5% 53
2025
Q3 		$1.43M Sell
16,666
-776
-4% -$65.9K 0.56% 45
2025
Q2 		$1.32M Hold
17,442
– – 0.62% 38
2025
Q1 		$1.32M Sell
17,442
-287
-2% -$21.5K 0.62% 38
2024
Q4 		$1.25M Buy
17,729
+855
+5% +$63.1K 0.55% 47
2024
Q3 		$1.32M Buy
16,874
+540
+3% +$40.4K 0.6% 43
2024
Q2 		$1.19M Buy
16,334
+3,240
+25% +$238K 0.56% 45
2024
Q1 		$972K Sell
13,094
-4,119
-24% -$293K 0.46% 61
2023
Q4 		$1.21M Buy
+17,213
New +$1.13M 0.61% 45
2023
Q3 		– Sell
-16,684
Closed -$1.13M – 108
2023
Q2 		$1.13M Buy
16,684
+273
+2% +$18.5K 0.6% 51
2023
Q1 		$1.1M Sell
16,411
-27
-0.2% -$1.77K 0.62% 45
2022
Q4 		$1.06M Sell
16,438
-2,455
-13% -$144K 0.6% 49
2022
Q3 		$1.04M Sell
18,893
-1,635
-8% -$96.1K 0.64% 40
2022
Q2 		$1.21M Sell
20,528
-5,329
-21% -$342K 0.73% 33
2022
Q1 		$1.8M Sell
25,857
-752
-3% -$53.2K 0.96% 29
2021
Q4 		$1.99M Buy
+26,609
New +$2M 1.13% 24

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

Saxon Interests's IEFA Position: Q2 2026 in Review

Saxon Interests reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.07% in Q2 2026, selling an estimated $1.06K and leaving 15,664 shares worth $1.51M. The position accounts for 0.42% of the portfolio, ranked #54.

Saxon Interests first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.99M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Saxon Interests held 15,664 shares of iShares Core MSCI EAFE ETF worth $1.51M as of Q2 2026.
  • Saxon Interests sold 11 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.06K.
  • iShares Core MSCI EAFE ETF made up 0.42% of Saxon Interests's portfolio in Q2 2026, its #54 holding.
  • Saxon Interests first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Saxon Interests's iShares Core MSCI EAFE ETF position peaked at $1.99M in Q4 2021.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.