JFG
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JDM Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

JDM Financial Group’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 		$671K Hold
6,458
– – 0.23% 40
2026
Q1 		$627K Hold
6,458
– – 0.24% 41
2025
Q4 		$620K Sell
6,458
-165
-2% -$15.7K 0.24% 40
2025
Q3 		$618K Sell
6,623
-58
-0.9% -$5.27K 0.26% 36
2025
Q2 		$597K Hold
6,681
– – 0.28% 33
2025
Q1 		$546K Sell
6,681
-375
-5% -$30.2K 0.28% 33
2024
Q4 		$534K Hold
7,056
– – 0.28% 30
2024
Q3 		$590K Sell
7,056
-115
-2% -$9.25K 0.32% 29
2024
Q2 		$562K Sell
7,171
-50
-0.7% -$3.96K 0.38% 25
2024
Q1 		$577K Sell
7,221
-362
-5% -$27.7K 0.42% 23
2023
Q4 		$571K Buy
7,583
+107
+1% +$7.56K 0.47% 20
2023
Q3 		$515K Sell
7,476
-42
-0.6% -$3.01K 0.48% 20
2023
Q2 		$545K Sell
7,518
-22
-0.3% -$1.6K 0.47% 20
2023
Q1 		$539K Sell
7,540
-385
-5% -$26.9K 0.5% 19
2022
Q4 		$520K Buy
+7,925
New +$496K 0.5% 20

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

JDM Financial Group's EFA Position: Q2 2026 in Review

JDM Financial Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 6,458 shares worth $671K. The position accounts for 0.23% of the portfolio, ranked #40.

JDM Financial Group first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • JDM Financial Group held 6,458 shares of iShares MSCI EAFE ETF worth $671K as of Q2 2026.
  • JDM Financial Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.23% of JDM Financial Group's portfolio in Q2 2026, its #40 holding.
  • JDM Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.