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JNBA Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

JNBA Financial 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 		$777K Hold
7,478
– – 0.06% 119
2026
Q1 		$726K Hold
7,478
– – 0.06% 121
2025
Q4 		$718K Sell
7,478
-101
-1% -$9.58K 0.06% 123
2025
Q3 		$708K Hold
7,579
– – 0.06% 119
2025
Q2 		$677K Sell
7,579
-227
-3% -$19.4K 0.07% 119
2025
Q1 		$638K Buy
7,806
+618
+9% +$49.8K 0.07% 118
2024
Q4 		$543K Hold
7,188
– – 0.06% 128
2024
Q3 		$601K Sell
7,188
-188
-3% -$15.1K 0.06% 121
2024
Q2 		$578K Sell
7,376
-111
-1% -$8.79K 0.06% 122
2024
Q1 		$598K Sell
7,487
-740
-9% -$56.6K 0.06% 122
2023
Q4 		$620K Buy
8,227
+1,883
+30% +$133K 0.07% 122
2023
Q3 		$437K Sell
6,344
-7
-0.1% -$501 0.05% 134
2023
Q2 		$460K Sell
6,351
-70
-1% -$5.08K 0.06% 133
2023
Q1 		$459K Hold
6,421
– – 0.06% 132
2022
Q4 		$421K Sell
6,421
-224
-3% -$14K 0.06% 134
2022
Q3 		$372K Buy
6,645
+762
+13% +$47.5K 0.06% 139
2022
Q2 		$368K Sell
5,883
-136
-2% -$9.26K 0.06% 138
2022
Q1 		$443K Sell
6,019
-555
-8% -$41.5K 0.06% 134
2021
Q4 		$517K Hold
6,574
– – 0.06% 129
2021
Q3 		$513K Buy
6,574
+79
+1% +$6.32K 0.07% 121
2021
Q2 		$512K Buy
6,495
+541
+9% +$43K 0.07% 123
2021
Q1 		$452K Sell
5,954
-356
-6% -$26.8K 0.07% 124
2020
Q4 		$460K Buy
6,310
+1,572
+33% +$108K 0.08% 115
2020
Q3 		$302K Sell
4,738
-57
-1% -$3.65K 0.06% 124
2020
Q2 		$292K Buy
4,795
+527
+12% +$30.5K 0.06% 122
2020
Q1 		$228K Sell
4,268
-30
-0.7% -$1.9K 0.05% 129
2019
Q4 		$298K Sell
4,298
-87
-2% -$5.88K 0.06% 126
2019
Q3 		$286K Sell
4,385
-1,828
-29% -$118K 0.06% 123
2019
Q2 		$408K Sell
6,213
-723
-10% -$47.3K 0.08% 107
2019
Q1 		$450K Sell
6,936
-72
-1% -$4.54K 0.1% 99
2018
Q4 		$412K Buy
7,008
+3,669
+110% +$229K 0.09% 95
2018
Q3 		$227K Sell
3,339
-3,669
-52% -$248K 0.1% 119
2018
Q2 		$469K Hold
7,008
– – 0.1% 91
2018
Q1 		$488K Sell
7,008
-697
-9% -$49.7K 0.1% 86
2017
Q4 		$542K Hold
7,705
– – 0.11% 80
2017
Q3 		$528K Hold
7,705
– – 0.12% 71
2017
Q2 		$502K Sell
7,705
-327
-4% -$21.2K 0.11% 74
2017
Q1 		$500K Sell
8,032
-495
-6% -$29.9K 0.12% 74
2016
Q4 		$492K Buy
8,527
+2,592
+44% +$149K 0.12% 71
2016
Q3 		$351K Sell
5,935
-4,432
-43% -$257K 0.05% 137
2016
Q2 		$579K Hold
10,367
– – 0.16% 57
2016
Q1 		$593K Sell
10,367
-424
-4% -$23.4K 0.21% 57
2015
Q4 		$634K Buy
10,791
+1,333
+14% +$80.3K 0.24% 50
2015
Q3 		$542K Buy
9,458
+1,811
+24% +$112K 0.23% 45
2015
Q2 		$486K Sell
7,647
-132
-2% -$8.79K 0.18% 52
2015
Q1 		$499K Hold
7,779
– – 0.19% 55
2014
Q4 		$473K Sell
7,779
-647
-8% -$40.4K 0.19% 57
2014
Q3 		$540K Buy
8,426
+2,820
+50% +$188K 0.24% 49
2014
Q2 		$383K Hold
5,606
– – 0.19% 61
2014
Q1 		$377K Hold
5,606
– – 0.2% 58
2013
Q4 		$376K Sell
5,606
-1,892
-25% -$124K 0.21% 59
2013
Q3 		$478K Buy
7,498
+1,658
+28% +$102K 0.3% 46
2013
Q2 		$335K Buy
+5,840
New +$353K 0.23% 57

Other funds holding EFA

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

JNBA Financial Advisors's EFA Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 7,478 shares worth $777K. The position accounts for 0.06% of the portfolio, ranked #119.

JNBA Financial Advisors first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 858 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • JNBA Financial Advisors held 7,478 shares of iShares MSCI EAFE ETF worth $777K as of Q2 2026.
  • JNBA Financial Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.06% of JNBA Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • JNBA Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • 858 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.