Silver Oak Securities’s iShares MSCI EAFE ETF EFA Stock Holding History

Silver Oak Securities’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187K	Buy	1,800 +33	+2%	+$3.39K	0.01%	759
2026 Q1	$172K	Sell	1,767 -3,254	-65%	-$326K	0.01%	743
2025 Q4	$484K	Buy	5,021 +613	+14%	+$58.1K	0.03%	469
2025 Q3	$412K	Buy	4,408 +545	+14%	+$49.5K	0.03%	481
2025 Q2	$345K	Buy	+3,863	New	+$330K	0.03%	503
2024 Q3	–	Sell	-1,684	Closed	-$132K	–	551
2024 Q2	$132K	Buy	+1,684	New	+$133K	0.02%	417
2023 Q3	–	Sell	-6,877	Closed	-$499K	–	455
2023 Q2	$499K	Buy	+6,877	New	+$499K	0.08%	226

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Silver Oak Securities's EFA Position: Q2 2026 in Review

Silver Oak Securities increased its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q2 2026, buying an estimated $3.39K and bringing the position to 1,800 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #759.

Silver Oak Securities first reported a position in EFA in Q2 2023 and has held it in 7 quarters since. The position peaked at $499K in Q2 2023. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Silver Oak Securities held 1,800 shares of iShares MSCI EAFE ETF worth $187K as of Q2 2026.
Silver Oak Securities bought 33 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.39K.
iShares MSCI EAFE ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #759 holding.
Silver Oak Securities first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 7 quarters since.
Silver Oak Securities's iShares MSCI EAFE ETF position peaked at $499K in Q2 2023.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.