SW
EFA icon

SVB Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

SVB Wealth’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
2026
Q2 		$6.95M Sell
66,877
-549
-0.8% -$56.5K 0.44% 51
2026
Q1 		$6.55M Sell
67,426
-557
-0.8% -$55.7K 0.43% 52
2025
Q4 		$6.53M Buy
67,983
+16
+0% +$1.52K 0.38% 57
2025
Q3 		$6.35M Sell
67,967
-10,775
-14% -$980K 0.34% 63
2025
Q2 		$7.04M Buy
+78,742
New +$6.72M 0.38% 58
2025
Q1 		– Sell
-141,344
Closed -$10.7M – 1568
2024
Q4 		$10.7M Buy
+141,344
New +$11.2M 0.2% 77
2024
Q3 		– Sell
-160,947
Closed -$12.6M – 185
2024
Q2 		$12.6M Sell
160,947
-60,487
-27% -$4.79M 0.31% 76
2024
Q1 		$17.7M Buy
221,434
+10,899
+5% +$834K 0.39% 60
2023
Q4 		$15.9M Buy
210,535
+28,567
+16% +$2.02M 0.39% 65
2023
Q3 		$12.5M Sell
181,968
-15,983
-8% -$1.14M 0.28% 88
2023
Q2 		$14.4M Sell
197,951
-105,754
-35% -$7.68M 0.26% 91
2023
Q1 		$21.7M Sell
303,705
-16,984
-5% -$1.19M 0.3% 65
2022
Q4 		$21.1M Sell
320,689
-9,983
-3% -$625K 0.28% 73
2022
Q3 		$18.5M Buy
330,672
+55,996
+20% +$3.49M 0.27% 73
2022
Q2 		$17.2M Sell
274,676
-4,201
-2% -$286K 0.26% 74
2022
Q1 		$20.5M Buy
278,877
+35,682
+15% +$2.67M 0.27% 72
2021
Q4 		$19.1M Sell
243,195
-14,810
-6% -$1.17M 0.31% 78
2021
Q3 		$20.1M Sell
258,005
-13,053
-5% -$1.04M 0.26% 71
2021
Q2 		$21.4M Buy
271,058
+2,570
+1% +$204K 0.27% 72
2021
Q1 		$20.4M Sell
268,488
-8,790
-3% -$662K 0.28% 67
2020
Q4 		$20.2M Sell
277,278
-3,815
-1% -$261K 0.3% 62
2020
Q3 		$17.9M Sell
281,093
-8,028
-3% -$514K 0.3% 59
2020
Q2 		$17.6M Buy
289,121
+289,059
+466,224% +$16.7M 0.33% 57
2020
Q1 		$3K Sell
62
-410,403
-100% -$26M ﹤0.01% 572
2019
Q4 		$28.5M Buy
410,465
+2,680
+0.7% +$181K 0.52% 34
2019
Q3 		$26.6M Sell
407,785
-593
-0.1% -$38.2K 0.53% 33
2019
Q2 		$26.8M Buy
+408,378
New +$26.7M 0.9% 29

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

SVB Wealth's EFA Position: Q2 2026 in Review

SVB Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 0.81% in Q2 2026, selling an estimated $56.5K and leaving 66,877 shares worth $6.95M. The position accounts for 0.44% of the portfolio, ranked #51.

SVB Wealth first reported a position in EFA in Q2 2019 and has held it in 27 quarters since. The position peaked at $28.5M in Q4 2019. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • SVB Wealth held 66,877 shares of iShares MSCI EAFE ETF worth $6.95M as of Q2 2026.
  • SVB Wealth sold 549 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $56.5K.
  • iShares MSCI EAFE ETF made up 0.44% of SVB Wealth's portfolio in Q2 2026, its #51 holding.
  • SVB Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's iShares MSCI EAFE ETF position peaked at $28.5M in Q4 2019.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.