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

JNBA Financial Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.17M	Sell	25,502 -390	-2%	-$47K	0.24%	56
2026 Q1	$2.88M	Sell	25,892 -1,964	-7%	-$231K	0.24%	57
2025 Q4	$3.17M	Sell	27,856 -548	-2%	-$62.8K	0.28%	51
2025 Q3	$3.23M	Sell	28,404 -336	-1%	-$37.4K	0.29%	48
2025 Q2	$3.22M	Sell	28,740 -2,736	-9%	-$289K	0.31%	48
2025 Q1	$3.15M	Sell	31,476 -6,530	-17%	-$666K	0.33%	44
2024 Q4	$3.68M	Sell	38,006 -1,322	-3%	-$134K	0.38%	41
2024 Q3	$4.23M	Sell	39,328 -1,690	-4%	-$175K	0.43%	39
2024 Q2	$4.2M	Sell	41,018 -724	-2%	-$74K	0.44%	41
2024 Q1	$4.33M	Sell	41,742 -2,570	-6%	-$256K	0.46%	42
2023 Q4	$4.29M	Buy	44,312 +3,396	+8%	+$304K	0.49%	45
2023 Q3	$3.53M	Buy	40,916 +1,773	+5%	+$163K	0.44%	46
2023 Q2	$3.73M	Buy	39,143 +3,695	+10%	+$351K	0.45%	47
2023 Q1	$3.32M	Buy	35,448 +1,080	+3%	+$97.1K	0.43%	51
2022 Q4	$2.88M	Buy	34,368 +29,425	+595%	+$2.38M	0.4%	49
2022 Q3	$359K	Buy	4,943 +4,463	+930%	+$364K	0.06%	144
2022 Q2	$39K	Hold	480	–	–	0.01%	303
2022 Q1	$46K	Sell	480 -312	-39%	-$30.7K	0.01%	300
2021 Q4	$87K	Buy	792 +312	+65%	+$34.2K	0.01%	249
2021 Q3	$51K	Hold	480	–	–	0.01%	289
2021 Q2	$51K	Hold	480	–	–	0.01%	283
2021 Q1	$48K	Hold	480	–	–	0.01%	281
2020 Q4	$48K	Hold	480	–	–	0.01%	264
2020 Q3	$43K	Hold	480	–	–	0.01%	255
2020 Q2	$40K	Hold	480	–	–	0.01%	255
2020 Q1	$34K	Hold	480	–	–	0.01%	257
2019 Q4	$42K	Hold	480	–	–	0.01%	268
2019 Q3	$39K	Hold	480	–	–	0.01%	260
2019 Q2	$39K	Hold	480	–	–	0.01%	268
2019 Q1	$37K	Buy	+480	New	+$35.6K	0.01%	263

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

JNBA Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.5% in Q2 2026, selling an estimated $47K and leaving 25,502 shares worth $3.17M. The position accounts for 0.24% of the portfolio, ranked #56.

JNBA Financial Advisors first reported a position in EFG in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.33M in Q1 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

JNBA Financial Advisors held 25,502 shares of iShares MSCI EAFE Growth ETF worth $3.17M as of Q2 2026.
JNBA Financial Advisors sold 390 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $47K.
iShares MSCI EAFE Growth ETF made up 0.24% of JNBA Financial Advisors's portfolio in Q2 2026, its #56 holding.
JNBA Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 30 quarters since.
JNBA Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $4.33M in Q1 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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