Godshalk Welsh Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Godshalk Welsh Capital Management’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 Q1	$389K	Hold	4,000	–	–	0.23%	99
2025 Q4	$384K	Hold	4,000	–	–	0.22%	95
2025 Q3	$373K	Hold	4,000	–	–	0.21%	100
2025 Q2	$358K	Hold	4,000	–	–	0.22%	100
2025 Q1	$327K	Hold	4,000	–	–	0.21%	100
2024 Q4	$302K	Hold	4,000	–	–	0.2%	101
2024 Q3	$335K	Buy	4,000 +200	+5%	+$16.1K	0.21%	99
2024 Q2	$298K	Hold	3,800	–	–	0.2%	103
2024 Q1	$303K	Buy	3,800 +1,000	+36%	+$76.5K	0.2%	99
2023 Q4	$211K	Buy	+2,800	New	+$198K	0.15%	114
2022 Q3	–	Sell	-3,400	Closed	-$212K	–	118
2022 Q2	$212K	Hold	3,400	–	–	0.15%	114
2022 Q1	$250K	Hold	3,400	–	–	0.15%	112
2021 Q4	$268K	Hold	3,400	–	–	0.15%	110
2021 Q3	$265K	Hold	3,400	–	–	0.17%	105
2021 Q2	$267K	Buy	3,400 +150	+5%	+$11.9K	0.17%	108
2021 Q1	$247K	Hold	3,250	–	–	0.17%	107
2020 Q4	$237K	Hold	3,250	–	–	0.17%	105
2020 Q3	$207K	Buy	+3,250	New	+$208K	0.17%	103
2020 Q1	–	Sell	-4,750	Closed	-$330K	–	103
2019 Q4	$330K	Buy	4,750 +250	+6%	+$16.9K	0.27%	91
2019 Q3	$293K	Hold	4,500	–	–	0.26%	93
2019 Q2	$296K	Buy	4,500 +750	+20%	+$49.1K	0.27%	92
2019 Q1	$243K	Buy	+3,750	New	+$236K	0.23%	94

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Godshalk Welsh Capital Management's EFA Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 4,000 shares worth $389K. The position accounts for 0.23% of the portfolio, ranked #99.

Godshalk Welsh Capital Management first reported a position in EFA in Q1 2019 and has held it in 22 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Godshalk Welsh Capital Management held 4,000 shares of iShares MSCI EAFE ETF worth $389K as of Q1 2026.
Godshalk Welsh Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.23% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #99 holding.
Godshalk Welsh Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 22 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.