SHWM
FEOE

Smith & Howard Wealth Management’s First Eagle Overseas Equity ETF FEOE Stock Holding History

Smith & Howard Wealth Management’s Portfolio FEOE Stock Details FEOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
6,165
+280
+5% +$14.9K 0.07% 68
2026
Q1 		$297K Buy
+5,885
New +$305K 0.06% 67

Other funds holding FEOE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Smith & Howard Wealth Management's FEOE Position: Q2 2026 in Review

Smith & Howard Wealth Management increased its First Eagle Overseas Equity ETF (FEOE) stake by 4.8% in Q2 2026, buying an estimated $14.9K and bringing the position to 6,165 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #68.

Smith & Howard Wealth Management first reported a position in FEOE in Q1 2026 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold FEOE as of Q2 2026.

  • Smith & Howard Wealth Management held 6,165 shares of First Eagle Overseas Equity ETF worth $329K as of Q2 2026.
  • Smith & Howard Wealth Management bought 280 First Eagle Overseas Equity ETF shares in Q2 2026, an estimated $14.9K.
  • First Eagle Overseas Equity ETF made up 0.07% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Smith & Howard Wealth Management first reported a position in First Eagle Overseas Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held First Eagle Overseas Equity ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.