Umpqua Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
137,979
+39,159
| +40% | +$3.26M | 3.5% | 8 |
|
|
2025
Q1 | $7.48M | Sell |
98,820
-13,166
| -12% | -$996K | 2.59% | 8 |
|
|
2024
Q4 | $7.81M | Buy |
111,986
+8,136
| +8% | +$568K | 2.7% | 10 |
|
|
2024
Q3 | $8.11M | Buy |
103,850
+3,800
| +4% | +$297K | 2.97% | 8 |
|
|
2024
Q2 | $7.27M | Sell |
100,050
-2,293
| -2% | -$167K | 2.81% | 9 |
|
|
2024
Q1 | $7.6M | Buy |
+102,343
| New | +$7.6M | 3.12% | 8 |
|