SVB Investment Services’s iShares MSCI EAFE ETF EFA Stock Holding History

SVB Investment Services’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
2022 Q1	$4.04M	Sell	54,817 -3	-0%	-$224	2.5%	10
2021 Q4	$4.31M	Buy	54,820 +3	+0%	+$238	2.87%	8
2021 Q3	$4.28M	Hold	54,817	–	–	2.85%	8
2021 Q2	$4.32M	Hold	54,817	–	–	2.88%	8
2021 Q1	$4.16M	Sell	54,817 -437	-0.8%	-$32.9K	3.31%	7
2020 Q4	$4.03M	Sell	55,254 -6,908	-11%	-$472K	3.13%	7
2020 Q3	$3.96M	Hold	62,162	–	–	3.35%	6
2020 Q2	$3.78M	Buy	62,162 +12,880	+26%	+$745K	3.46%	6
2020 Q1	$2.63M	Sell	49,282 -15,759	-24%	-$1M	2.28%	8
2019 Q4	$4.52M	Buy	+65,041	New	+$4.39M	4.28%	6

Other funds holding EFA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Investment Services's EFA Position: Q1 2022 in Review

SVB Investment Services reduced its iShares MSCI EAFE ETF (EFA) stake by 0.01% in Q1 2022, selling an estimated $224 and leaving 54,817 shares worth $4.04M. The position accounts for 2.5% of the portfolio, ranked #10.

SVB Investment Services first reported a position in EFA in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.52M in Q4 2019. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

SVB Investment Services held 54,817 shares of iShares MSCI EAFE ETF worth $4.04M as of Q1 2022.
SVB Investment Services sold 3 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $224.
iShares MSCI EAFE ETF made up 2.5% of SVB Investment Services's portfolio in Q1 2022, its #10 holding.
SVB Investment Services first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares MSCI EAFE ETF position peaked at $4.52M in Q4 2019.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.