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

SVB Wealth’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 		$51.7M Buy
535,683
+27,298
+5% +$2.62M 3.26% 3
2026
Q1 		$46M Sell
508,385
-25,580
-5% -$2.39M 3.03% 4
2025
Q4 		$47.8M Buy
533,965
+58,482
+12% +$5.17M 2.82% 6
2025
Q3 		$41.5M Sell
475,483
-28,750
-6% -$2.44M 2.23% 9
2025
Q2 		$42.1M Sell
504,233
-232,907
-32% -$18.5M 2.26% 8
2025
Q1 		$55.8M Sell
737,140
-114,498
-13% -$8.56M 2.29% 5
2024
Q4 		$59.9M Buy
851,638
+661,049
+347% +$48.8M 1.12% 9
2024
Q3 		$14.9M Sell
190,589
-311,049
-62% -$23.3M 12.66% 4
2024
Q2 		$36.4M Sell
501,638
-15,631
-3% -$1.15M 0.9% 17
2024
Q1 		$38.4M Buy
517,269
+138,523
+37% +$9.86M 0.86% 18
2023
Q4 		$26.6M Buy
378,746
+230,352
+155% +$15.2M 0.65% 28
2023
Q3 		$9.55M Sell
148,394
-61,051
-29% -$4.09M 0.21% 107
2023
Q2 		$14.1M Sell
209,445
-35,946
-15% -$2.44M 0.26% 92
2023
Q1 		$16.4M Sell
245,391
-30,646
-11% -$2.01M 0.23% 89
2022
Q4 		$17M Buy
276,037
+90,986
+49% +$5.35M 0.23% 89
2022
Q3 		$9.75M Buy
185,051
+111,269
+151% +$6.54M 0.14% 117
2022
Q2 		$4.34M Sell
73,782
-3,357
-4% -$215K 0.07% 159
2022
Q1 		$5.36M Sell
77,139
-2,440
-3% -$173K 0.07% 146
2021
Q4 		$5.94M Sell
79,579
-3,552
-4% -$267K 0.1% 138
2021
Q3 		$6.17M Buy
83,131
+493
+0.6% +$37.5K 0.08% 150
2021
Q2 		$6.19M Sell
82,638
-7,211
-8% -$544K 0.08% 155
2021
Q1 		$6.47M Sell
89,849
-1,458
-2% -$104K 0.09% 144
2020
Q4 		$6.31M Buy
91,307
+655
+0.7% +$42.4K 0.09% 143
2020
Q3 		$5.46M Sell
90,652
-6,617
-7% -$399K 0.09% 139
2020
Q2 		$5.56M Sell
97,269
-13,536
-12% -$734K 0.1% 130
2020
Q1 		$5.53M Sell
110,805
-47,151
-30% -$2.81M 0.13% 105
2019
Q4 		$10.3M Buy
157,956
+10,944
+7% +$694K 0.19% 94
2019
Q3 		$8.98M Sell
147,012
-3,540
-2% -$214K 0.18% 98
2019
Q2 		$9.24M Buy
+150,552
New +$9.22M 0.31% 89

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SVB Wealth's IEFA Position: Q2 2026 in Review

SVB Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q2 2026, buying an estimated $2.62M and bringing the position to 535,683 shares worth $51.7M. The position accounts for 3.26% of the portfolio, ranked #3.

SVB Wealth first reported a position in IEFA in Q2 2019 and has held it in 29 quarters since. The position peaked at $59.9M in Q4 2024. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • SVB Wealth held 535,683 shares of iShares Core MSCI EAFE ETF worth $51.7M as of Q2 2026.
  • SVB Wealth bought 27,298 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.62M.
  • iShares Core MSCI EAFE ETF made up 3.26% of SVB Wealth's portfolio in Q2 2026, its #3 holding.
  • SVB Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 29 quarters since.
  • SVB Wealth's iShares Core MSCI EAFE ETF position peaked at $59.9M in Q4 2024.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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