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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
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 $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWMG LLC's IEFA Position: Q2 2026 in Review

SWMG LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2026, buying an estimated $1.45M and bringing the position to 116,366 shares worth $11.3M. The position accounts for 2.66% of the portfolio, ranked #9.

SWMG LLC first reported a position in IEFA in Q1 2021 and has held it in 21 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • SWMG LLC held 116,366 shares of iShares Core MSCI EAFE ETF worth $11.3M as of Q2 2026.
  • SWMG LLC bought 15,058 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.45M.
  • iShares Core MSCI EAFE ETF made up 2.66% of SWMG LLC's portfolio in Q2 2026, its #9 holding.
  • SWMG LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.