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 Q3	$3.33M	Buy	34,338 +4,387	+15%	+$433K	0.04%	149
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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management's IEFA Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q3 2026, buying an estimated $433K and bringing the position to 34,338 shares worth $3.33M. The position accounts for 0.04% of the portfolio, ranked #149.

Ferguson Wellman Capital Management first reported a position in IEFA in Q3 2017 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Ferguson Wellman Capital Management held 34,338 shares of iShares Core MSCI EAFE ETF worth $3.33M as of Q3 2026.
Ferguson Wellman Capital Management bought 4,387 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $433K.
iShares Core MSCI EAFE ETF made up 0.04% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #149 holding.
Ferguson Wellman Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 13 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.