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

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 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. 713 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.
  • 713 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.