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

Welch Group’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
2021 Q2	–	Sell	-4,124	Closed	-$297K	–	195
2021 Q1	$297K	Buy	+4,124	New	+$295K	0.02%	145

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Welch Group's IEFA Position: Q2 2021 in Review

Welch Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2021, closing a stake of 4,124 shares — an estimated $297K sold.

Welch Group first reported a position in IEFA in Q1 2021 and held it in 1 quarter. The position peaked at $297K in Q1 2021. 1,305 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

Welch Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
Welch Group sold 4,124 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $297K.
Welch Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and held it in 1 quarter.
Welch Group's iShares Core MSCI EAFE ETF position peaked at $297K in Q1 2021.
1,305 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on Welch Group's 13F filing for Q2 2021, filed 21 Jul 2021.