Welch Group
EFA icon

Welch Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Welch Group’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
Q3 		$469K Buy
4,517
+17
+0.4% +$1.8K 0.02% 202
2026
Q2 		$467K Buy
4,500
+37
+0.8% +$3.81K 0.02% 200
2026
Q1 		$433K Buy
4,463
+3
+0.1% +$300 0.02% 194
2025
Q4 		$428K Buy
+4,460
New +$423K 0.02% 195
2023
Q1 		– Sell
-5,808
Closed -$381K – 218
2022
Q4 		$381K Buy
+5,808
New +$364K 0.02% 135
2022
Q3 		– Sell
-5,774
Closed -$361K – 186
2022
Q2 		$361K Sell
5,774
-148
-2% -$10.1K 0.02% 127
2022
Q1 		$436K Sell
5,922
-2,004
-25% -$150K 0.02% 125
2021
Q4 		$624K Buy
7,926
+427
+6% +$33.8K 0.04% 109
2021
Q3 		$585K Sell
7,499
-47
-0.6% -$3.76K 0.04% 99
2021
Q2 		$595K Buy
7,546
+1,676
+29% +$133K 0.04% 97
2021
Q1 		$445K Buy
5,870
+163
+3% +$12.3K 0.03% 112
2020
Q4 		$416K Buy
5,707
+11
+0.2% +$752 0.03% 102
2020
Q3 		$363K Buy
5,696
+692
+14% +$44.3K 0.03% 106
2020
Q2 		$305K Buy
5,004
+20
+0.4% +$1.16K 0.03% 105
2020
Q1 		$266K Buy
4,984
+924
+23% +$58.6K 0.03% 104
2019
Q4 		$282K Hold
4,060
– – 0.03% 104
2019
Q3 		$265K Hold
4,060
– – 0.03% 103
2019
Q2 		$267K Hold
4,060
– – 0.03% 99
2019
Q1 		$263K Hold
4,060
– – 0.03% 102
2018
Q4 		$239K Hold
4,060
– – 0.03% 102
2018
Q3 		$276K Hold
4,060
– – 0.03% 102
2018
Q2 		$272K Hold
4,060
– – 0.03% 96
2018
Q1 		$283K Hold
4,060
– – 0.04% 90
2017
Q4 		$285K Hold
4,060
– – 0.04% 84
2017
Q3 		$278K Hold
4,060
– – 0.05% 82
2017
Q2 		$265K Buy
+4,060
New +$263K 0.04% 104
2015
Q2 		– Sell
-32,921
Closed -$2.11M – 146
2015
Q1 		$2.11M Buy
+32,921
New +$2.07M 0.39% 40

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Welch Group's EFA Position: Q3 2026 in Review

Welch Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.38% in Q3 2026, buying an estimated $1.8K and bringing the position to 4,517 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #202.

Welch Group first reported a position in EFA in Q1 2015 and has held it in 27 quarters since. The position peaked at $2.11M in Q1 2015. 1,027 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Welch Group held 4,517 shares of iShares MSCI EAFE ETF worth $469K as of Q3 2026.
  • Welch Group bought 17 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.8K.
  • iShares MSCI EAFE ETF made up 0.02% of Welch Group's portfolio in Q3 2026, its #202 holding.
  • Welch Group first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 27 quarters since.
  • Welch Group's iShares MSCI EAFE ETF position peaked at $2.11M in Q1 2015.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.