JWCA
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J.W. Cole Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

J.W. Cole Advisors’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 		$16.7M Buy
+160,300
New +$16.5M 0.29% 64
2026
Q1 		– Sell
-153,470
Closed -$12.4M – 939
2025
Q4 		$12.4M Buy
153,470
+2,873
+2% +$272K 0.3% 60
2025
Q3 		$14.1M Buy
150,597
+2,565
+2% +$233K 0.27% 63
2025
Q2 		$13.2M Buy
148,032
+30,713
+26% +$2.62M 0.28% 60
2025
Q1 		$9.59M Sell
117,319
-10,444
-8% -$842K 0.3% 60
2024
Q4 		$9.66M Buy
127,763
+311
+0.2% +$24.6K 0.39% 45
2024
Q3 		$10.7M Buy
127,452
+984
+0.8% +$79.2K 0.45% 37
2024
Q2 		$9.91M Buy
126,468
+3,140
+3% +$249K 0.47% 37
2024
Q1 		$9.84M Buy
123,328
+2,067
+2% +$158K 0.5% 34
2023
Q4 		$9.14M Buy
121,261
+20,444
+20% +$1.44M 0.54% 36
2023
Q3 		$6.95M Buy
100,817
+5,648
+6% +$405K 0.51% 37
2023
Q2 		$6.9M Buy
95,169
+13,406
+16% +$973K 0.49% 37
2023
Q1 		$5.85M Sell
81,763
-29,124
-26% -$2.04M 0.42% 48
2022
Q4 		$7.28M Buy
110,887
+26,907
+32% +$1.69M 0.56% 35
2022
Q3 		$4.7M Sell
83,980
-2,128
-2% -$133K 0.39% 57
2022
Q2 		$5.38M Sell
86,108
-13,996
-14% -$953K 0.43% 44
2022
Q1 		$7.37M Buy
100,104
+4,935
+5% +$369K 0.49% 34
2021
Q4 		$7.49M Buy
+95,169
New +$7.54M 0.49% 34
2021
Q3 		– Sell
-72,803
Closed -$5.74M – 519
2021
Q2 		$5.74M Buy
72,803
+52,996
+268% +$4.21M 0.45% 49
2021
Q1 		$1.5M Sell
19,807
-1,130
-5% -$85.1K 0.14% 176
2020
Q4 		$1.53M Sell
20,937
-17,413
-45% -$1.19M 0.16% 154
2020
Q3 		$2.44M Buy
38,350
+19,563
+104% +$1.25M 0.19% 126
2020
Q2 		$1.14M Buy
+18,787
New +$1.09M 0.17% 148
2020
Q1 		– Sell
-32,574
Closed -$2.26M – 204
2019
Q4 		$2.26M Buy
+32,574
New +$2.2M 0.29% 96

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

J.W. Cole Advisors's EFA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 160,300 shares worth $16.7M. The stake represents 0.29% of the portfolio and ranks #64 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EFA as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EFA in Q4 2019 and has held it in 24 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • J.W. Cole Advisors held 160,300 shares of iShares MSCI EAFE ETF worth $16.7M as of Q2 2026.
  • iShares MSCI EAFE ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.29% of J.W. Cole Advisors's portfolio in Q2 2026, its #64 holding.
  • J.W. Cole Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.