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Jackson Grant Investment Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Jackson Grant Investment Advisers’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 		$12.3K Buy
118
+1
+0.9% +$103 ﹤0.01% 292
2026
Q1 		$11.3K Hold
117
– – ﹤0.01% 293
2025
Q4 		$11.2K Buy
117
+2
+2% +$190 ﹤0.01% 291
2025
Q3 		$10.7K Hold
115
– – ﹤0.01% 288
2025
Q2 		$10.2K Buy
115
+2
+2% +$171 ﹤0.01% 263
2025
Q1 		$9.2K Hold
113
– – ﹤0.01% 267
2024
Q4 		$8.51K Buy
113
+2
+2% +$158 ﹤0.01% 274
2024
Q3 		$9.28K Buy
+111
New +$8.93K ﹤0.01% 267
2019
Q1 		– Sell
-923
Closed -$54K – 242
2018
Q4 		$54K Sell
923
-376
-29% -$23.5K 0.04% 141
2018
Q3 		$88K Hold
1,299
– – 0.06% 126
2018
Q2 		$87K Buy
1,299
+26
+2% +$1.82K 0.06% 126
2018
Q1 		$89K Hold
1,273
– – 0.06% 121
2017
Q4 		$90K Buy
1,273
+948
+292% +$65.9K 0.06% 122
2017
Q3 		$22K Buy
+325
New +$21.7K 0.02% 182
2016
Q2 		– Sell
-106
Closed -$6K – 167
2016
Q1 		$6K Buy
106
+17
+19% +$937 0.01% 152
2015
Q4 		$0 Buy
+89
New +$5.36K ﹤0.01% 194

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Jackson Grant Investment Advisers's EFA Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares MSCI EAFE ETF (EFA) stake by 0.85% in Q2 2026, buying an estimated $103 and bringing the position to 118 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Jackson Grant Investment Advisers first reported a position in EFA in Q4 2015 and has held it in 16 quarters since. The position peaked at $90K in Q4 2017. 1,132 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Jackson Grant Investment Advisers held 118 shares of iShares MSCI EAFE ETF worth $12.3K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 1 iShares MSCI EAFE ETF share in Q2 2026, an estimated $103.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #292 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 16 quarters since.
  • Jackson Grant Investment Advisers's iShares MSCI EAFE ETF position peaked at $90K in Q4 2017.
  • 1,132 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.