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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
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

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JVL Associates's EFA Position: Q2 2026 in Review

JVL Associates reduced its iShares MSCI EAFE ETF (EFA) stake by 0.04% in Q2 2026, selling an estimated $103 and leaving 2,794 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #62.

JVL Associates first reported a position in EFA in Q3 2024 and has held it in 6 quarters since. 1,353 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • JVL Associates held 2,794 shares of iShares MSCI EAFE ETF worth $290K as of Q2 2026.
  • JVL Associates sold 1 iShares MSCI EAFE ETF share in Q2 2026, an estimated $103.
  • iShares MSCI EAFE ETF made up 0.08% of JVL Associates's portfolio in Q2 2026, its #62 holding.
  • JVL Associates first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,353 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.