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JFA
JNBA Financial Advisors’s
iShares MSCI EAFE Min Vol Factor ETF
EFAV
Stock Holding History
JNBA Financial Advisors’s Portfolio
EFAV Stock Details
EFAV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$8.08K
Hold
88
–
–
﹤0.01%
523
2025
Q4
$7.63K
Buy
88
+75
+577%
+$6.41K
﹤0.01%
519
2025
Q3
$1.13K
Hold
13
–
–
﹤0.01%
620
2025
Q2
$1.11K
Buy
+13
New
+$1.06K
﹤0.01%
621
2022
Q2
–
Sell
-80
Closed
-$6K
–
727
2022
Q1
$6K
Hold
80
–
–
﹤0.01%
541
2021
Q4
$6K
Hold
80
–
–
﹤0.01%
580
2021
Q3
$6K
Hold
80
–
–
﹤0.01%
566
2021
Q2
$6K
Hold
80
–
–
﹤0.01%
530
2021
Q1
$6K
Hold
80
–
–
﹤0.01%
511
2020
Q4
$6K
Hold
80
–
–
﹤0.01%
481
2020
Q3
$5K
Hold
80
–
–
﹤0.01%
462
2020
Q2
$5K
Hold
80
–
–
﹤0.01%
454
2020
Q1
$5K
Hold
80
–
–
﹤0.01%
443
2019
Q4
$6K
Buy
+80
New
+$5.96K
﹤0.01%
481
2016
Q4
–
Sell
-2,049
Closed
-$139K
–
724
2016
Q3
$139K
Buy
+2,049
New
+$138K
0.02%
288
Other funds holding EFAV
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
WBG
Wharton Business Group
Malvern, Pennsylvania
$2.65B AUM
20.73%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
SAM
Securian Asset Management
St Paul, Minnesota
$2.53B AUM
25.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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