Silicon Valley Community Foundation’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Silicon Valley Community Foundation’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
2022 Q3	–	Sell	-6,462,577	Closed	-$380M	–	28
2022 Q2	$380M	Buy	6,462,577 +3,529,238	+120%	+$226M	28.87%	1
2022 Q1	$204M	Hold	2,933,339	–	–	10.35%	3
2021 Q4	$219M	Hold	2,933,339	–	–	14.47%	3
2021 Q3	$218M	Sell	2,933,339 -1,579,828	-35%	-$120M	14.14%	2
2021 Q2	$338M	Hold	4,513,167	–	–	20.46%	2
2021 Q1	$325M	Sell	4,513,167 -338,124	-7%	-$24.2M	21.54%	2
2020 Q4	$335M	Buy	+4,851,291	New	+$314M	23.74%	2

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Silicon Valley Community Foundation's IEFA Position: Q3 2022 in Review

Silicon Valley Community Foundation sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 6,462,577 shares — an estimated $380M sold.

Silicon Valley Community Foundation first reported a position in IEFA in Q4 2020 and held it in 7 quarters. The position peaked at $380M in Q2 2022. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Silicon Valley Community Foundation reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Silicon Valley Community Foundation sold 6,462,577 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $380M.
Silicon Valley Community Foundation first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 7 quarters.
Silicon Valley Community Foundation's iShares Core MSCI EAFE ETF position peaked at $380M in Q2 2022.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Silicon Valley Community Foundation's 13F filing for Q3 2022, filed 14 Nov 2023.