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JFS Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

JFS Wealth 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 		$5.33M Buy
51,347
+784
+2% +$80.6K 0.27% 66
2026
Q1 		$4.91M Buy
50,563
+2,364
+5% +$237K 0.27% 65
2025
Q4 		$4.63M Buy
48,199
+776
+2% +$73.6K 0.26% 65
2025
Q3 		$4.43M Sell
47,423
-1,090
-2% -$99.1K 0.26% 63
2025
Q2 		$4.34M Buy
48,513
+104
+0.2% +$8.88K 0.28% 62
2025
Q1 		$3.96M Buy
48,409
+125
+0.3% +$10.1K 0.27% 63
2024
Q4 		$3.65M Sell
48,284
-655
-1% -$51.9K 0.25% 63
2024
Q3 		$4.09M Sell
48,939
-294
-0.6% -$23.7K 0.27% 63
2024
Q2 		$3.86M Sell
49,233
-180
-0.4% -$14.3K 0.3% 51
2024
Q1 		$3.95M Sell
49,413
-3,791
-7% -$290K 0.31% 52
2023
Q4 		$4.01M Buy
53,204
+4,698
+10% +$332K 0.34% 50
2023
Q3 		$3.34M Buy
48,506
+97
+0.2% +$6.95K 0.32% 52
2023
Q2 		$3.51M Buy
48,409
+2,296
+5% +$167K 0.32% 52
2023
Q1 		$3.3M Sell
46,113
-1,541
-3% -$108K 0.31% 55
2022
Q4 		$3.13M Sell
47,654
-1,674
-3% -$105K 0.31% 55
2022
Q3 		$2.76M Sell
49,328
-141
-0.3% -$8.79K 0.3% 56
2022
Q2 		$3.09M Sell
49,469
-299
-0.6% -$20.4K 0.33% 54
2022
Q1 		$3.66M Sell
49,768
-3,649
-7% -$273K 0.35% 55
2021
Q4 		$4.2M Buy
53,417
+4,714
+10% +$373K 0.4% 52
2021
Q3 		$3.8M Buy
48,703
+23,285
+92% +$1.86M 0.39% 51
2021
Q2 		$2M Buy
25,418
+96
+0.4% +$7.63K 0.3% 55
2021
Q1 		$1.92M Buy
25,322
+2,047
+9% +$154K 0.39% 51
2020
Q4 		$1.7M Buy
23,275
+1,234
+6% +$84.4K 0.36% 56
2020
Q3 		$1.4M Buy
22,041
+110
+0.5% +$7.04K 0.33% 59
2020
Q2 		$1.33M Buy
21,931
+4,685
+27% +$271K 0.35% 58
2020
Q1 		$922K Buy
17,246
+5,614
+48% +$356K 0.28% 63
2019
Q4 		$808K Buy
11,632
+66
+0.6% +$4.46K 0.2% 78
2019
Q3 		$754K Buy
11,566
+39
+0.3% +$2.51K 0.19% 79
2019
Q2 		$758K Sell
11,527
-343
-3% -$22.4K 0.19% 81
2019
Q1 		$770K Buy
11,870
+666
+6% +$42K 0.2% 77
2018
Q4 		$659K Sell
11,204
-463
-4% -$28.9K 0.18% 83
2018
Q3 		$793K Sell
11,667
-485
-4% -$32.8K 0.2% 72
2018
Q2 		$814K Sell
12,152
-10
-0.1% -$701 0.21% 69
2018
Q1 		$847K Buy
12,162
+1,509
+14% +$108K 0.22% 67
2017
Q4 		$749K Buy
10,653
+17
+0.2% +$1.18K 0.18% 77
2017
Q3 		$728K Buy
10,636
+9,079
+583% +$607K 0.19% 71
2017
Q2 		$101K Buy
1,557
+856
+122% +$55.4K 0.03% 171
2017
Q1 		$40K Hold
701
– – 0.01% 240
2016
Q4 		$40K Sell
701
-749
-52% -$43.2K 0.01% 240
2016
Q3 		$86K Sell
1,450
-4,173
-74% -$242K 0.02% 193
2016
Q2 		$314K Sell
5,623
-1,987
-26% -$114K 0.09% 123
2016
Q1 		$435K Buy
7,610
+996
+15% +$54.9K 0.13% 87
2015
Q4 		$389K Sell
6,614
-1,863
-22% -$112K 0.11% 95
2015
Q3 		$486K Buy
8,477
+1,205
+17% +$74.4K 0.21% 66
2015
Q2 		$462K Sell
7,272
-588
-7% -$39.2K 0.24% 56
2015
Q1 		$504K Sell
7,860
-318
-4% -$20K 0.24% 56
2014
Q4 		$498K Sell
8,178
-896
-10% -$55.9K 0.08% 54
2014
Q3 		$582K Sell
9,074
-2,256
-20% -$150K 0.1% 42
2014
Q2 		$775K Sell
11,330
-11,201
-50% -$768K 0.14% 37
2014
Q1 		$1.51M Sell
22,531
-8,028
-26% -$530K 0.84% 26
2013
Q4 		$2.05M Buy
30,559
+4,724
+18% +$309K 0.89% 26
2013
Q3 		$1.65M Sell
25,835
-3,915
-13% -$240K 0.77% 30
2013
Q2 		$1.7M Buy
+29,750
New +$1.8M 0.86% 27

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

JFS Wealth Advisors's EFA Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, buying an estimated $80.6K and bringing the position to 51,347 shares worth $5.33M. The position accounts for 0.27% of the portfolio, ranked #66.

JFS Wealth Advisors first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 1,045 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • JFS Wealth Advisors held 51,347 shares of iShares MSCI EAFE ETF worth $5.33M as of Q2 2026.
  • JFS Wealth Advisors bought 784 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $80.6K.
  • iShares MSCI EAFE ETF made up 0.27% of JFS Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • JFS Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.