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

Godshalk Welsh Capital Management’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 Q1	$2.53M	Buy	27,990 +225	+0.8%	+$21K	1.47%	20
2025 Q4	$2.48M	Buy	27,765 +51	+0.2%	+$4.51K	1.42%	19
2025 Q3	$2.42M	Buy	27,714 +375	+1%	+$31.9K	1.39%	18
2025 Q2	$2.28M	Sell	27,339 -495	-2%	-$39.3K	1.41%	18
2025 Q1	$2.11M	Buy	27,834 +75	+0.3%	+$5.61K	1.38%	18
2024 Q4	$1.95M	Buy	27,759 +429	+2%	+$31.6K	1.26%	22
2024 Q3	$2.13M	Buy	27,330 +1,154	+4%	+$86.4K	1.35%	20
2024 Q2	$1.9M	Buy	26,176 +55	+0.2%	+$4.05K	1.27%	22
2024 Q1	$1.94M	Buy	26,121 +1,400	+6%	+$99.7K	1.3%	22
2023 Q4	$1.74M	Buy	24,721 +1,304	+6%	+$85.9K	1.25%	24
2023 Q3	$1.51M	Buy	23,417 +1,600	+7%	+$107K	1.14%	28
2023 Q2	$1.47M	Buy	21,817 +430	+2%	+$29.2K	1.01%	33
2023 Q1	$1.43M	Buy	21,387 +250	+1%	+$16.4K	1.01%	35
2022 Q4	$1.3M	Sell	21,137 -1,248	-6%	-$73.5K	0.95%	39
2022 Q3	$1.18M	Sell	22,385 -3,500	-14%	-$206K	0.87%	46
2022 Q2	$1.52M	Sell	25,885 -1,294	-5%	-$83K	1.09%	35
2022 Q1	$1.89M	Sell	27,179 -104	-0.4%	-$7.36K	1.16%	31
2021 Q4	$2.04M	Buy	27,283 +579	+2%	+$43.5K	1.16%	29
2021 Q3	$1.98M	Buy	26,704 +2,175	+9%	+$165K	1.24%	29
2021 Q2	$1.83M	Buy	24,529 +3,454	+16%	+$261K	1.14%	32
2021 Q1	$1.52M	Buy	21,075 +4,225	+25%	+$302K	1.06%	35
2020 Q4	$1.16M	Buy	16,850 +1,825	+12%	+$118K	0.86%	42
2020 Q3	$906K	Buy	15,025 +825	+6%	+$49.8K	0.76%	49
2020 Q2	$812K	Sell	14,200 -675	-5%	-$36.6K	0.76%	48
2020 Q1	$742K	Sell	14,875 -7,000	-32%	-$417K	0.81%	48
2019 Q4	$1.43M	Buy	21,875 +4,175	+24%	+$265K	1.18%	29
2019 Q3	$1.08M	Buy	17,700 +1,350	+8%	+$81.5K	0.96%	39
2019 Q2	$1M	Buy	16,350 +3,950	+32%	+$242K	0.93%	41
2019 Q1	$754K	Buy	12,400 +6,750	+119%	+$398K	0.72%	53
2018 Q4	$311K	Buy	+5,650	New	+$331K	0.35%	85

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Godshalk Welsh Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.81% in Q1 2026, buying an estimated $21K and bringing the position to 27,990 shares worth $2.53M. The position accounts for 1.47% of the portfolio, ranked #20.

Godshalk Welsh Capital Management first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Godshalk Welsh Capital Management held 27,990 shares of iShares Core MSCI EAFE ETF worth $2.53M as of Q1 2026.
Godshalk Welsh Capital Management bought 225 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $21K.
iShares Core MSCI EAFE ETF made up 1.47% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #20 holding.
Godshalk Welsh Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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