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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
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 		$276 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 -$2.11K – 146
2015
Q1 		$2.11K Buy
+32,921
New +$2.07M 0.39% 40

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Welch Group's EFA Position: Q2 2026 in Review

Welch Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.83% in Q2 2026, buying an estimated $3.81K and bringing the position to 4,500 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #200.

Welch Group first reported a position in EFA in Q1 2015 and has held it in 26 quarters since. The position peaked at $624K in Q4 2021. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Welch Group held 4,500 shares of iShares MSCI EAFE ETF worth $467K as of Q2 2026.
  • Welch Group bought 37 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.81K.
  • iShares MSCI EAFE ETF made up 0.02% of Welch Group's portfolio in Q2 2026, its #200 holding.
  • Welch Group first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 26 quarters since.
  • Welch Group's iShares MSCI EAFE ETF position peaked at $624K in Q4 2021.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.