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

Ferguson Wellman Capital Management’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	$2.89M	Sell	29,951 -56	-0.2%	-$5.38K	0.04%	156
2026 Q1	$2.72M	Buy	+30,007	New	+$2.8M	0.04%	150
2020 Q1	–	Sell	-5,413	Closed	-$353K	–	333
2019 Q4	$353K	Sell	5,413 -338	-6%	-$21.4K	0.01%	289
2019 Q3	$351K	Buy	5,751 +521	+10%	+$31.4K	0.01%	284
2019 Q2	$321K	Hold	5,230	–	–	0.01%	283
2019 Q1	$318K	Hold	5,230	–	–	0.01%	286
2018 Q4	$288K	Sell	5,230 -792	-13%	-$46.5K	0.01%	293
2018 Q3	$386K	Buy	6,022 +792	+15%	+$50.5K	0.01%	262
2018 Q2	$331K	Hold	5,230	–	–	0.01%	280
2018 Q1	$345K	Hold	5,230	–	–	0.01%	276
2017 Q4	$346K	Hold	5,230	–	–	0.01%	282
2017 Q3	$336K	Buy	+5,230	New	+$327K	0.01%	275

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Ferguson Wellman Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.19% in Q2 2026, selling an estimated $5.38K and leaving 29,951 shares worth $2.89M. The position accounts for 0.04% of the portfolio, ranked #156.

Ferguson Wellman Capital Management first reported a position in IEFA in Q3 2017 and has held it in 12 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Ferguson Wellman Capital Management held 29,951 shares of iShares Core MSCI EAFE ETF worth $2.89M as of Q2 2026.
Ferguson Wellman Capital Management sold 56 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.38K.
iShares Core MSCI EAFE ETF made up 0.04% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #156 holding.
Ferguson Wellman Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 12 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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