SOS
IEFA icon

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

Silver Oak Securities’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 		$365K Sell
3,777
-150
-4% -$14.4K 0.02% 563
2026
Q1 		$355K Sell
3,927
-7,653
-66% -$714K 0.03% 541
2025
Q4 		$1.04M Buy
11,580
+568
+5% +$50.2K 0.07% 277
2025
Q3 		$961K Buy
11,012
+1,151
+12% +$97.8K 0.07% 269
2025
Q2 		$823K Sell
9,861
-461
-4% -$36.6K 0.07% 296
2025
Q1 		$789K Buy
10,322
+666
+7% +$49.8K 0.07% 281
2024
Q4 		$679K Sell
9,656
-2,290
-19% -$169K 0.06% 313
2024
Q3 		$923K Buy
11,946
+1,214
+11% +$90.9K 0.1% 215
2024
Q2 		$780K Sell
10,732
-73
-0.7% -$5.37K 0.12% 165
2024
Q1 		$802K Buy
10,805
+417
+4% +$29.7K 0.12% 170
2023
Q4 		$731K Sell
10,388
-746
-7% -$49.2K 0.1% 217
2023
Q3 		$716K Buy
11,134
+973
+10% +$65.1K 0.16% 124
2023
Q2 		$686K Buy
10,161
+887
+10% +$60.2K 0.11% 190
2023
Q1 		$620K Buy
9,274
+579
+7% +$38K 0.1% 164
2022
Q4 		$536K Sell
8,695
-2,439
-22% -$144K 0.1% 144
2022
Q3 		$716K Buy
11,134
+4,371
+65% +$257K 0.16% 124
2022
Q2 		$407K Buy
6,763
+923
+16% +$59.2K 0.09% 152
2022
Q1 		$400K Buy
+5,840
New +$413K 0.08% 187

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

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

Silver Oak Securities reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, selling an estimated $14.4K and leaving 3,777 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #563.

Silver Oak Securities first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.04M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Silver Oak Securities held 3,777 shares of iShares Core MSCI EAFE ETF worth $365K as of Q2 2026.
  • Silver Oak Securities sold 150 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $14.4K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #563 holding.
  • Silver Oak Securities first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's iShares Core MSCI EAFE ETF position peaked at $1.04M in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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