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Ferguson Wellman Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Ferguson Wellman Capital Management’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 		$6M Buy
57,738
+5,085
+10% +$523K 0.07% 122
2026
Q1 		$5.11M Buy
+52,653
New +$5.27M 0.07% 128
2021
Q1 		– Sell
-86,393
Closed -$6.3M – 348
2020
Q4 		$6.3M Sell
86,393
-2,188
-2% -$150K 0.15% 123
2020
Q3 		$5.64M Sell
88,581
-2,810
-3% -$180K 0.16% 114
2020
Q2 		$5.56M Sell
91,391
-3,933
-4% -$227K 0.17% 110
2020
Q1 		$5.1M Sell
95,324
-13,708
-13% -$870K 0.19% 104
2019
Q4 		$7.57M Sell
109,032
-6,567
-6% -$444K 0.22% 105
2019
Q3 		$7.54M Sell
115,599
-7,137
-6% -$460K 0.24% 101
2019
Q2 		$8.07M Sell
122,736
-310
-0.3% -$20.3K 0.27% 96
2019
Q1 		$7.98M Sell
123,046
-1,370
-1% -$86.3K 0.27% 95
2018
Q4 		$7.31M Sell
124,416
-6,031
-5% -$377K 0.28% 91
2018
Q3 		$8.87M Sell
130,447
-3,634
-3% -$245K 0.29% 90
2018
Q2 		$8.98M Sell
134,081
-6,660
-5% -$467K 0.31% 91
2018
Q1 		$9.81M Sell
140,741
-2,042
-1% -$146K 0.35% 89
2017
Q4 		$10M Buy
142,783
+1,645
+1% +$114K 0.35% 86
2017
Q3 		$9.66M Buy
141,138
+1,645
+1% +$110K 0.35% 84
2017
Q2 		$9.1M Sell
139,493
-3,249
-2% -$210K 0.34% 83
2017
Q1 		$8.89M Buy
142,742
+6,830
+5% +$413K 0.34% 87
2016
Q4 		$7.85M Sell
135,912
-10,165
-7% -$586K 0.32% 84
2016
Q3 		$8.64M Sell
146,077
-3,929
-3% -$228K 0.37% 83
2016
Q2 		$8.37M Sell
150,006
-1,274
-0.8% -$73.3K 0.35% 83
2016
Q1 		$8.65M Sell
151,280
-3,554
-2% -$196K 0.37% 83
2015
Q4 		$9.09M Sell
154,834
-3,164
-2% -$191K 0.37% 84
2015
Q3 		$9.06M Sell
157,998
-2,742
-2% -$169K 0.4% 77
2015
Q2 		$10.2M Buy
160,740
+489
+0.3% +$32.6K 0.42% 77
2015
Q1 		$10.3M Buy
160,251
+10,336
+7% +$651K 0.42% 75
2014
Q4 		$9.12M Buy
149,915
+9,134
+6% +$570K 0.37% 79
2014
Q3 		$9.03M Sell
140,781
-2,805
-2% -$187K 0.38% 78
2014
Q2 		$9.82M Sell
143,586
-2,883
-2% -$198K 0.41% 77
2014
Q1 		$9.84M Sell
146,469
-3,609
-2% -$238K 0.44% 71
2013
Q4 		$10.1M Buy
150,078
+2,578
+2% +$168K 0.45% 71
2013
Q3 		$9.41M Buy
+147,500
New +$9.04M 0.47% 67

Other funds holding EFA

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Ferguson Wellman Capital Management's EFA Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 9.7% in Q2 2026, buying an estimated $523K and bringing the position to 57,738 shares worth $6M. The position accounts for 0.07% of the portfolio, ranked #122.

Ferguson Wellman Capital Management first reported a position in EFA in Q3 2013 and has held it in 32 quarters since. The position peaked at $10.3M in Q1 2015. 876 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Ferguson Wellman Capital Management held 57,738 shares of iShares MSCI EAFE ETF worth $6M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 5,085 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $523K.
  • iShares MSCI EAFE ETF made up 0.07% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #122 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 32 quarters since.
  • Ferguson Wellman Capital Management's iShares MSCI EAFE ETF position peaked at $10.3M in Q1 2015.
  • 876 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.