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 Q2	$1.06M	Sell	10,992 -2,536	-19%	-$244K	0.2%	139
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Silverlake Wealth Management's IEFA Position: Q2 2026 in Review

Silverlake Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, selling an estimated $244K and leaving 10,992 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #139.

Silverlake Wealth Management first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.24M in Q3 2024. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Silverlake Wealth Management held 10,992 shares of iShares Core MSCI EAFE ETF worth $1.06M as of Q2 2026.
Silverlake Wealth Management sold 2,536 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $244K.
iShares Core MSCI EAFE ETF made up 0.2% of Silverlake Wealth Management's portfolio in Q2 2026, its #139 holding.
Silverlake Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
Silverlake Wealth Management's iShares Core MSCI EAFE ETF position peaked at $2.24M in Q3 2024.
2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.