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Umpqua Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

Umpqua Bank’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 		$3.09M Buy
29,766
+3,080
+12% +$317K 0.69% 36
2026
Q1 		$2.59M Sell
26,686
-620
-2% -$62K 0.74% 37
2025
Q4 		$2.62M Hold
27,306
– – 0.73% 33
2025
Q3 		$2.56M Hold
27,306
– – 0.72% 33
2025
Q2 		$2.44M Buy
27,306
+1,643
+6% +$140K 0.74% 39
2025
Q1 		$2.1M Buy
25,663
+1,792
+8% +$144K 0.73% 41
2024
Q4 		$1.79M Hold
23,871
– – 0.62% 47
2024
Q3 		$2M Sell
23,871
-607
-2% -$48.8K 0.73% 39
2024
Q2 		$1.92M Sell
24,478
-80
-0.3% -$6.34K 0.74% 35
2024
Q1 		$1.96M Buy
+24,558
New +$1.88M 0.8% 38

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Umpqua Bank's EFA Position: Q2 2026 in Review

Umpqua Bank increased its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, buying an estimated $317K and bringing the position to 29,766 shares worth $3.09M. The position accounts for 0.69% of the portfolio, ranked #36.

Umpqua Bank first reported a position in EFA in Q1 2024 and has held it in 10 quarters since. 2,241 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Umpqua Bank held 29,766 shares of iShares MSCI EAFE ETF worth $3.09M as of Q2 2026.
  • Umpqua Bank bought 3,080 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $317K.
  • iShares MSCI EAFE ETF made up 0.69% of Umpqua Bank's portfolio in Q2 2026, its #36 holding.
  • Umpqua Bank first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,241 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.