SWM
IEFA icon

Silverlake Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Silverlake Wealth Management’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
Q1 		$1.22M Buy
13,528
+3,052
+29% +$285K 0.26% 115
2025
Q4 		$937K Buy
10,476
+1,766
+20% +$156K 0.21% 129
2025
Q3 		$761K Sell
8,710
-11,497
-57% -$977K 0.18% 139
2025
Q2 		$1.69M Buy
20,207
+7,641
+61% +$606K 0.49% 63
2025
Q1 		$951K Sell
12,566
-2,653
-17% -$198K 0.36% 75
2024
Q4 		$1.07M Sell
15,219
-13,437
-47% -$991K 0.41% 67
2024
Q3 		$2.24M Sell
28,656
-1,106
-4% -$82.8K 0.85% 21
2024
Q2 		$2.16M Buy
29,762
+4,439
+18% +$327K 0.89% 22
2024
Q1 		$1.88M Buy
25,323
+7,509
+42% +$535K 0.96% 21
2023
Q4 		$1.25M Buy
17,814
+3,750
+27% +$247K 0.69% 36
2023
Q3 		$905K Buy
14,064
+2,365
+20% +$158K 0.51% 51
2023
Q2 		$790K Buy
11,699
+1,420
+14% +$96.3K 0.44% 60
2023
Q1 		$687K Sell
10,279
-1,917
-16% -$126K 0.42% 62
2022
Q4 		$752K Buy
12,196
+1,513
+14% +$89K 0.47% 56
2022
Q3 		$563K Buy
+10,683
New +$628K 0.38% 69

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Silverlake Wealth Management's IEFA Position: Q1 2026 in Review

Silverlake Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 29% in Q1 2026, buying an estimated $285K and bringing the position to 13,528 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #115.

Silverlake Wealth Management first reported a position in IEFA in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Silverlake Wealth Management held 13,528 shares of iShares Core MSCI EAFE ETF worth $1.22M as of Q1 2026.
  • Silverlake Wealth Management bought 3,052 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $285K.
  • iShares Core MSCI EAFE ETF made up 0.26% of Silverlake Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Silverlake Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 15 quarters since.
  • Silverlake Wealth Management's iShares Core MSCI EAFE ETF position peaked at $2.24M in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.