Janney Montgomery Scott’s iShares MSCI EAFE ETF EFA Stock Holding History

Janney Montgomery Scott’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 Q1	$71M	Buy	731,453 +4,734	+0.7%	+$474K	0.18%	121
2025 Q4	$69.8M	Buy	726,719 +2,014	+0.3%	+$191K	0.16%	130
2025 Q3	$67.7M	Buy	724,705 +8,067	+1%	+$733K	0.16%	129
2025 Q2	$64.1M	Sell	716,638 -17,164	-2%	-$1.47M	0.17%	126
2025 Q1	$60M	Sell	733,802 -3,464	-0.5%	-$279K	0.17%	127
2024 Q4	$55.7M	Sell	737,266 -92,230	-11%	-$7.3M	0.15%	136
2024 Q3	$69.4M	Sell	829,496 -10,296	-1%	-$828K	0.19%	105
2024 Q2	$65.8M	Buy	839,792 +9,529	+1%	+$755K	0.2%	99
2024 Q1	$66.3M	Sell	830,263 -19,030	-2%	-$1.46M	0.2%	103
2023 Q4	$64M	Sell	849,293 -39,403	-4%	-$2.78M	0.21%	101
2023 Q3	$61.2M	Sell	888,696 -2,965	-0.3%	-$212K	0.23%	89
2023 Q2	$64.6M	Sell	891,661 -21,317	-2%	-$1.55M	0.23%	94
2023 Q1	$65.3M	Buy	912,978 +106,056	+13%	+$7.42M	0.27%	80
2022 Q4	$53M	Buy	806,922 +50,552	+7%	+$3.17M	0.21%	110
2022 Q3	$42.4M	Sell	756,370 -2,713	-0.4%	-$169K	0.18%	120
2022 Q2	$47.9M	Sell	759,083 -24,576	-3%	-$1.67M	0.22%	104
2022 Q1	$57.7M	Sell	783,659 -8,866	-1%	-$663K	0.25%	92
2021 Q4	$62.4M	Buy	792,525 +50,138	+7%	+$3.97M	0.24%	92
2021 Q3	$57.9M	Buy	742,387 +3,396	+0.5%	+$272K	0.25%	95
2021 Q2	$58.3M	Buy	738,991 +3,212	+0.4%	+$255K	0.26%	90
2021 Q1	$55.8M	Buy	735,779 +6,093	+0.8%	+$459K	0.27%	87
2020 Q4	$53.2M	Sell	729,686 -12,971	-2%	-$887K	0.26%	93
2020 Q3	$47.3M	Sell	742,657 -51,376	-6%	-$3.29M	0.27%	92
2020 Q2	$48.3M	Sell	794,033 -28,695	-3%	-$1.66M	0.31%	76
2020 Q1	$44M	Sell	822,728 -117,166	-12%	-$7.44M	0.35%	69
2019 Q4	$65.3M	Buy	939,894 +37,065	+4%	+$2.5M	0.43%	46
2019 Q3	$58.9M	Buy	902,829 +95,015	+12%	+$6.12M	0.43%	53
2019 Q2	$53.1M	Buy	807,814 +83,777	+12%	+$5.48M	0.41%	52
2019 Q1	$47M	Buy	724,037 +26,472	+4%	+$1.67M	0.39%	55
2018 Q4	$41M	Buy	697,565 +118,782	+21%	+$7.42M	0.4%	58
2018 Q3	$39.4M	Sell	578,783 -5,376	-0.9%	-$363K	0.34%	67
2018 Q2	$39.1M	Sell	584,159 -5,403	-0.9%	-$379K	0.38%	60
2018 Q1	$41.1M	Buy	589,562 +30,065	+5%	+$2.14M	0.41%	55
2017 Q4	$39.3M	Buy	559,497 +53,424	+11%	+$3.71M	0.41%	58
2017 Q3	$34.7M	Buy	506,073 +21,892	+5%	+$1.46M	0.39%	63
2017 Q2	$31.6M	Buy	484,181 +44,815	+10%	+$2.9M	0.39%	63
2017 Q1	$27.4M	Buy	439,366 +3,578	+0.8%	+$216K	0.36%	64
2016 Q4	$25.2M	Buy	435,788 +72,460	+20%	+$4.18M	0.38%	58
2016 Q3	$21.5M	Sell	363,328 -313,858	-46%	-$18.2M	0.38%	62
2016 Q2	$37.8M	Buy	+677,186	New	+$39M	0.77%	30
2016 Q1	–	Sell	-405,599	Closed	-$23.8M	–	1303
2015 Q4	$23.8M	Buy	405,599 +53,099	+15%	+$3.2M	0.62%	31
2015 Q3	$20.2M	Sell	352,500 -2,569	-0.7%	-$159K	0.57%	33
2015 Q2	$22.5M	Buy	355,069 +43,718	+14%	+$2.91M	0.47%	33
2015 Q1	$20M	Buy	311,351 +69,503	+29%	+$4.38M	0.37%	36
2014 Q4	$14.7M	Buy	241,848 +22,121	+10%	+$1.38M	0.29%	53
2014 Q3	$14.1M	Buy	219,727 +18,107	+9%	+$1.21M	0.29%	58
2014 Q2	$13.8M	Buy	201,620 +9,479	+5%	+$650K	0.3%	57
2014 Q1	$12.9M	Buy	192,141 +80,072	+71%	+$5.29M	0.31%	56
2013 Q4	$7.52M	Buy	112,069 +5,762	+5%	+$376K	0.2%	113
2013 Q3	$6.78M	Buy	+106,307	New	+$6.51M	0.2%	112

Other funds holding EFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott's EFA Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares MSCI EAFE ETF (EFA) stake by 0.65% in Q1 2026, buying an estimated $474K and bringing the position to 731,453 shares worth $71M. The position accounts for 0.18% of the portfolio, ranked #121.

Janney Montgomery Scott first reported a position in EFA in Q3 2013 and has held it in 50 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Janney Montgomery Scott held 731,453 shares of iShares MSCI EAFE ETF worth $71M as of Q1 2026.
Janney Montgomery Scott bought 4,734 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $474K.
iShares MSCI EAFE ETF made up 0.18% of Janney Montgomery Scott's portfolio in Q1 2026, its #121 holding.
Janney Montgomery Scott first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 50 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.