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Burton Enright Welch’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Burton Enright Welch’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 		$418K Hold
4,323
– – 0.05% 107
2026
Q1 		$391K Hold
4,323
– – 0.05% 104
2025
Q4 		$387K Hold
4,323
– – 0.05% 106
2025
Q3 		$377K Buy
4,323
+923
+27% +$78.4K 0.06% 102
2025
Q2 		$284K Buy
+3,400
New +$270K 0.05% 105

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Burton Enright Welch's IEFA Position: Q2 2026 in Review

Burton Enright Welch held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 4,323 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #107.

Burton Enright Welch first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 1,515 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Burton Enright Welch held 4,323 shares of iShares Core MSCI EAFE ETF worth $418K as of Q2 2026.
  • Burton Enright Welch left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.05% of Burton Enright Welch's portfolio in Q2 2026, its #107 holding.
  • Burton Enright Welch first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,515 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.