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

SVB Investment Services’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
2022
Q1 		$6.26M Buy
90,054
+52,564
+140% +$3.72M 3.88% 6
2021
Q4 		$2.8M Buy
37,490
+7,455
+25% +$560K 1.86% 10
2021
Q3 		$2.23M Buy
30,035
+1,836
+7% +$140K 1.49% 13
2021
Q2 		$2.11M Buy
28,199
+1,642
+6% +$124K 1.41% 13
2021
Q1 		$1.91M Buy
26,557
+310
+1% +$22.2K 1.52% 14
2020
Q4 		$1.81M Sell
26,247
-3,773
-13% -$244K 1.41% 14
2020
Q3 		$1.81M Sell
30,020
-11,825
-28% -$713K 1.53% 13
2020
Q2 		$2.39M Sell
41,845
-4,396
-10% -$238K 2.19% 11
2020
Q1 		$2.31M Sell
46,241
-10,241
-18% -$609K 2% 11
2019
Q4 		$3.69M Buy
+56,482
New +$3.58M 3.49% 7

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SVB Investment Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 140% in Q1 2022, buying an estimated $3.72M and bringing the position to 90,054 shares worth $6.26M. The position accounts for 3.88% of the portfolio, ranked #6.

SVB Investment Services first reported a position in IEFA in Q4 2019 and has held it in 10 quarters since. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • SVB Investment Services held 90,054 shares of iShares Core MSCI EAFE ETF worth $6.26M as of Q1 2022.
  • SVB Investment Services bought 52,564 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $3.72M.
  • iShares Core MSCI EAFE ETF made up 3.88% of SVB Investment Services's portfolio in Q1 2022, its #6 holding.
  • SVB Investment Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 10 quarters since.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

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