JF
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JSF Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

JSF Financial’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 		$1.19M Sell
11,440
-16
-0.1% -$1.65K 0.19% 74
2026
Q1 		$1.11M Buy
11,456
+784
+7% +$78.4K 0.22% 63
2025
Q4 		$1.02M Sell
10,672
-221
-2% -$21K 0.21% 64
2025
Q3 		$1.02M Sell
10,893
-2,828
-21% -$257K 0.23% 66
2025
Q2 		$1.23M Buy
13,721
+2,082
+18% +$178K 0.29% 51
2025
Q1 		$951K Buy
11,639
+3,774
+48% +$304K 0.25% 61
2024
Q4 		$595K Sell
7,865
-58
-0.7% -$4.59K 0.16% 78
2024
Q3 		$663K Sell
7,923
-686
-8% -$55.2K 0.19% 67
2024
Q2 		$674K Sell
8,609
-473
-5% -$37.5K 0.21% 65
2024
Q1 		$725K Sell
9,082
-4,323
-32% -$331K 0.23% 58
2023
Q4 		$1.01M Sell
13,405
-398
-3% -$28.1K 0.35% 36
2023
Q3 		$951K Sell
13,803
-1,295
-9% -$92.8K 0.37% 32
2023
Q2 		$1.09M Sell
15,098
-348
-2% -$25.3K 0.39% 34
2023
Q1 		$1.1M Buy
15,446
+733
+5% +$51.3K 0.41% 35
2022
Q4 		$966K Buy
14,713
+458
+3% +$28.7K 0.36% 43
2022
Q3 		$798K Sell
14,255
-13,800
-49% -$860K 0.3% 40
2022
Q2 		$1.75M Sell
28,055
-150,800
-84% -$10.3M 0.79% 27
2022
Q1 		$13.2M Buy
178,855
+159,791
+838% +$12M 5.6% 2
2021
Q4 		$1.5M Sell
19,064
-1,232
-6% -$97.6K 0.73% 19
2021
Q3 		$1.58M Hold
20,296
– – 0.78% 17
2021
Q2 		$1.6M Sell
20,296
-3,540
-15% -$281K 0.94% 17
2021
Q1 		$1.81M Sell
23,836
-5
-0% -$376 1.14% 13
2020
Q4 		$1.74M Sell
23,841
-141
-0.6% -$9.64K 1.22% 11
2020
Q3 		$1.53M Buy
23,982
+63
+0.3% +$4.03K 1.2% 10
2020
Q2 		$1.46M Sell
23,919
-2,897
-11% -$168K 1.26% 8
2020
Q1 		$1.43M Buy
+26,816
New +$1.7M 1.46% 9
2019
Q1 		– Sell
-57,889
Closed -$3.4M – 62
2018
Q4 		$3.4M Buy
+57,889
New +$3.62M 3.49% 7

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

JSF Financial's EFA Position: Q2 2026 in Review

JSF Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 0.14% in Q2 2026, selling an estimated $1.65K and leaving 11,440 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #74.

JSF Financial first reported a position in EFA in Q4 2018 and has held it in 27 quarters since. The position peaked at $13.2M in Q1 2022. 2,263 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • JSF Financial held 11,440 shares of iShares MSCI EAFE ETF worth $1.19M as of Q2 2026.
  • JSF Financial sold 16 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.65K.
  • iShares MSCI EAFE ETF made up 0.19% of JSF Financial's portfolio in Q2 2026, its #74 holding.
  • JSF Financial first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
  • JSF Financial's iShares MSCI EAFE ETF position peaked at $13.2M in Q1 2022.
  • 2,263 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.