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

JNBA Financial Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.1K Hold
550
– – ﹤0.01% 345
2026
Q1 		$40.9K Hold
550
– – ﹤0.01% 335
2025
Q4 		$39.3K Hold
550
– – ﹤0.01% 341
2025
Q3 		$37.3K Hold
550
– – ﹤0.01% 338
2025
Q2 		$34.9K Hold
550
– – ﹤0.01% 330
2025
Q1 		$32.4K Sell
550
-252
-31% -$14.3K ﹤0.01% 328
2024
Q4 		$42.1K Buy
+802
New +$43.9K ﹤0.01% 304
2024
Q3 		– Sell
-38
Closed -$2.02K – 662
2024
Q2 		$2.02K Hold
38
– – ﹤0.01% 580
2024
Q1 		$2.07K Buy
+38
New +$1.98K ﹤0.01% 604
2022
Q3 		– Sell
-98
Closed -$4K – 701
2022
Q2 		$4K Hold
98
– – ﹤0.01% 577
2022
Q1 		$5K Sell
98
-839
-90% -$42.7K ﹤0.01% 554
2021
Q4 		$47K Buy
937
+718
+328% +$36.7K 0.01% 312
2021
Q3 		$11K Sell
219
-480
-69% -$24.9K ﹤0.01% 507
2021
Q2 		$36K Hold
699
– – ﹤0.01% 327
2021
Q1 		$36K Hold
699
– – 0.01% 320
2020
Q4 		$33K Sell
699
-425
-38% -$18.7K 0.01% 299
2020
Q3 		$45K Hold
1,124
– – 0.01% 249
2020
Q2 		$45K Hold
1,124
– – 0.01% 243
2020
Q1 		$40K Sell
1,124
-1,393
-55% -$62K 0.01% 242
2019
Q4 		$126K Hold
2,517
– – 0.02% 171
2019
Q3 		$119K Hold
2,517
– – 0.02% 168
2019
Q2 		$121K Hold
2,517
– – 0.02% 173
2019
Q1 		$123K Buy
2,517
+1,124
+81% +$54.1K 0.03% 163
2018
Q4 		$63K Buy
+1,393
New +$67.1K 0.01% 182

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

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

JNBA Financial Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 550 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

JNBA Financial Advisors first reported a position in EFV in Q4 2018 and has held it in 24 quarters since. The position peaked at $126K in Q4 2019. 513 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • JNBA Financial Advisors held 550 shares of iShares MSCI EAFE Value ETF worth $42.1K as of Q2 2026.
  • JNBA Financial Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #345 holding.
  • JNBA Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and has held it in 24 quarters since.
  • JNBA Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $126K in Q4 2019.
  • 513 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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