WF
IEFA icon

Welch & Forbes’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Welch & Forbes’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 		$2.26M Sell
23,399
-693
-3% -$66.6K 0.03% 180
2026
Q1 		$2.18M Buy
24,092
+9,795
+69% +$914K 0.03% 179
2025
Q4 		$1.28M Buy
14,297
+372
+3% +$32.9K 0.02% 210
2025
Q3 		$1.22M Buy
13,925
+1,107
+9% +$94.1K 0.01% 214
2025
Q2 		$1.07M Sell
12,818
-1,538
-11% -$122K 0.01% 220
2025
Q1 		$1.09M Sell
14,356
-303
-2% -$22.7K 0.01% 218
2024
Q4 		$1.03M Hold
14,659
– – 0.01% 227
2024
Q3 		$1.14M Buy
14,659
+1,433
+11% +$107K 0.01% 223
2024
Q2 		$966K Buy
13,226
+2,716
+26% +$200K 0.01% 228
2024
Q1 		$780K Sell
10,510
-2,208
-17% -$157K 0.01% 247
2023
Q4 		$895K Buy
12,718
+2,314
+22% +$153K 0.01% 231
2023
Q3 		$669K Sell
10,404
-16,397
-61% -$1.1M 0.01% 252
2023
Q2 		$1.81M Buy
26,801
+7,045
+36% +$478K 0.03% 188
2023
Q1 		$1.32M Buy
19,756
+8,980
+83% +$589K 0.02% 199
2022
Q4 		$664K Buy
10,776
+1,036
+11% +$61K 0.01% 256
2022
Q3 		$513K Buy
9,740
+1,000
+11% +$58.8K 0.01% 273
2022
Q2 		$515K Hold
8,740
– – 0.01% 279
2022
Q1 		$607K Sell
8,740
-80
-0.9% -$5.66K 0.01% 273
2021
Q4 		$659K Buy
+8,820
New +$663K 0.01% 266

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Welch & Forbes's IEFA Position: Q2 2026 in Review

Welch & Forbes reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, selling an estimated $66.6K and leaving 23,399 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #180.

Welch & Forbes first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Welch & Forbes held 23,399 shares of iShares Core MSCI EAFE ETF worth $2.26M as of Q2 2026.
  • Welch & Forbes sold 693 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $66.6K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Welch & Forbes's portfolio in Q2 2026, its #180 holding.
  • Welch & Forbes first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.