Umpqua Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Umpqua Bank’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	$21.8M	Buy	225,679 +50,898	+29%	+$4.89M	4.89%	3
2026 Q1	$15.8M	Buy	174,781 +16,624	+11%	+$1.55M	4.52%	3
2025 Q4	$14.1M	Buy	158,157 +5,502	+4%	+$487K	3.93%	7
2025 Q3	$13.4M	Buy	152,655 +14,676	+11%	+$1.25M	3.74%	7
2025 Q2	$11.5M	Buy	137,979 +39,159	+40%	+$3.11M	3.5%	8
2025 Q1	$7.48M	Sell	98,820 -13,166	-12%	-$985K	2.59%	8
2024 Q4	$7.81M	Buy	111,986 +8,136	+8%	+$600K	2.7%	10
2024 Q3	$8.11M	Buy	103,850 +3,800	+4%	+$284K	2.97%	8
2024 Q2	$7.27M	Sell	100,050 -2,293	-2%	-$169K	2.81%	9
2024 Q1	$7.6M	Buy	+102,343	New	+$7.29M	3.12%	8

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

Umpqua Bank's IEFA Position: Q2 2026 in Review

Umpqua Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 29% in Q2 2026, buying an estimated $4.89M and bringing the position to 225,679 shares worth $21.8M. The position accounts for 4.89% of the portfolio, ranked #3.

Umpqua Bank first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,415 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Umpqua Bank held 225,679 shares of iShares Core MSCI EAFE ETF worth $21.8M as of Q2 2026.
Umpqua Bank bought 50,898 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.89M.
iShares Core MSCI EAFE ETF made up 4.89% of Umpqua Bank's portfolio in Q2 2026, its #3 holding.
Umpqua Bank first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,415 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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