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 Q2	$6.58K	Sell	75 -13	-15%	-$1.18K	﹤0.01%	574
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 $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

JNBA Financial Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 15% in Q2 2026, selling an estimated $1.18K and leaving 75 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

JNBA Financial Advisors first reported a position in EFAV in Q3 2016 and has held it in 16 quarters since. The position peaked at $139K in Q3 2016. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

JNBA Financial Advisors held 75 shares of iShares MSCI EAFE Min Vol Factor ETF worth $6.58K as of Q2 2026.
JNBA Financial Advisors sold 13 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.18K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #574 holding.
JNBA Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and has held it in 16 quarters since.
JNBA Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $139K in Q3 2016.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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