SWMG LLC
IEFA icon

SWMG LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SWMG LLC’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
Q3 		$13.7M Buy
142,975
+26,609
+23% +$2.63M 3.01% 8
2026
Q2 		$11.3M Buy
116,366
+15,058
+15% +$1.45M 2.66% 9
2026
Q1 		$9.17M Sell
101,308
-7,592
-7% -$709K 2.62% 10
2025
Q4 		$10.4M Buy
108,900
+7,226
+7% +$639K 2.89% 9
2025
Q3 		$9M Buy
101,674
+17,680
+21% +$1.5M 2.72% 11
2025
Q2 		$7.01M Buy
83,994
+3,635
+5% +$288K 2.36% 12
2025
Q1 		$6.27M Buy
80,359
+6,285
+8% +$470K 2.49% 10
2024
Q4 		$5.37M Buy
74,074
+6,416
+9% +$473K 2.14% 12
2024
Q3 		$4.87M Sell
67,658
-4,692
-6% -$351K 2.01% 12
2024
Q2 		$5.26M Buy
72,350
+17,875
+33% +$1.32M 2.34% 11
2024
Q1 		$4.04M Buy
54,475
+3,967
+8% +$282K 1.82% 13
2023
Q4 		$3.55M Buy
50,508
+2,259
+5% +$149K 1.69% 12
2023
Q3 		$3.1M Sell
48,249
-323
-0.7% -$21.6K 1.63% 12
2023
Q2 		$3.28M Buy
48,572
+9,536
+24% +$647K 1.71% 14
2023
Q1 		$2.61M Sell
39,036
-3,507
-8% -$230K 1.46% 14
2022
Q4 		$2.62M Buy
42,543
+19,711
+86% +$1.16M 1.59% 13
2022
Q3 		$1.2M Buy
+22,832
New +$1.34M 0.78% 22
2022
Q1 		$592K Buy
8,512
+1,726
+25% +$122K 0.32% 44
2021
Q4 		$507K Sell
6,786
-2,885
-30% -$217K 0.27% 51
2021
Q3 		$718K Buy
9,671
+4,458
+86% +$339K 0.42% 40
2021
Q2 		$390K Buy
5,213
+2,429
+87% +$183K 0.23% 52
2021
Q1 		$201K Buy
+2,784
New +$199K 0.14% 57

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

SWMG LLC's IEFA Position: Q3 2026 in Review

SWMG LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 23% in Q3 2026, buying an estimated $2.63M and bringing the position to 142,975 shares worth $13.7M. The position accounts for 3.01% of the portfolio, ranked #8.

SWMG LLC first reported a position in IEFA in Q1 2021 and has held it in 22 quarters since. 1,186 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • SWMG LLC held 142,975 shares of iShares Core MSCI EAFE ETF worth $13.7M as of Q3 2026.
  • SWMG LLC bought 26,609 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.63M.
  • iShares Core MSCI EAFE ETF made up 3.01% of SWMG LLC's portfolio in Q3 2026, its #8 holding.
  • SWMG LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,186 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.