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 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 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

JDM Financial Group's EFA Position: Q1 2026 in Review

JDM Financial Group held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 6,458 shares worth $627K. The position accounts for 0.24% of the portfolio, ranked #41.

JDM Financial Group first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

JDM Financial Group held 6,458 shares of iShares MSCI EAFE ETF worth $627K as of Q1 2026.
JDM Financial Group left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.24% of JDM Financial Group's portfolio in Q1 2026, its #41 holding.
JDM Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.