JVL Associates
EFA icon

JVL Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

JVL Associates’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
Q3 		$290K Hold
2,794
– – 0.08% 61
2026
Q2 		$290K Sell
2,794
-1
-0% -$103 0.08% 62
2026
Q1 		$271K Buy
2,795
+356
+15% +$35.6K 0.09% 54
2025
Q4 		$234K Hold
2,439
– – 0.08% 58
2025
Q3 		$228K Hold
2,439
– – 0.08% 60
2025
Q2 		$218K Buy
+2,439
New +$208K 0.08% 61
2024
Q4 		– Sell
-2,578
Closed -$216K – 56
2024
Q3 		$216K Buy
+2,578
New +$207K 0.08% 55

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LPL Financial
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AlTi Global
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Bank of Montreal
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Truist Financial
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Fifth Third Bancorp
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JVL Associates's EFA Position: Q3 2026 in Review

JVL Associates held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 2,794 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #61.

JVL Associates first reported a position in EFA in Q3 2024 and has held it in 7 quarters since. 1,632 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • JVL Associates held 2,794 shares of iShares MSCI EAFE ETF worth $290K as of Q3 2026.
  • JVL Associates left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.08% of JVL Associates's portfolio in Q3 2026, its #61 holding.
  • JVL Associates first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,632 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.