JWCA
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J.W. Cole Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

J.W. Cole 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
Q1 		– Sell
-56,479
Closed -$5.92M – 940
2025
Q4 		$5.92M Buy
56,479
+5,107
+10% +$586K 0.14% 144
2025
Q3 		$5.85M Buy
51,372
+1,995
+4% +$222K 0.11% 185
2025
Q2 		$5.53M Buy
49,377
+4,360
+10% +$460K 0.12% 183
2025
Q1 		$4.5M Buy
45,017
+15,878
+54% +$1.62M 0.14% 157
2024
Q4 		$2.82M Buy
29,139
+2,285
+9% +$232K 0.11% 175
2024
Q3 		$2.89M Sell
26,854
-678
-2% -$70.3K 0.12% 173
2024
Q2 		$2.82M Sell
27,532
-123
-0.4% -$12.6K 0.13% 159
2024
Q1 		$2.87M Buy
27,655
+767
+3% +$76.4K 0.14% 155
2023
Q4 		$2.6M Buy
26,888
+946
+4% +$84.8K 0.15% 156
2023
Q3 		$2.24M Buy
25,942
+1,016
+4% +$93.7K 0.17% 149
2023
Q2 		$2.38M Buy
24,926
+772
+3% +$73.4K 0.17% 142
2023
Q1 		$2.26M Buy
24,154
+871
+4% +$78.3K 0.16% 149
2022
Q4 		$1.95M Sell
23,283
-375
-2% -$30.3K 0.15% 162
2022
Q3 		$1.72M Sell
23,658
-395
-2% -$32.2K 0.14% 170
2022
Q2 		$1.94M Sell
24,053
-1,564
-6% -$136K 0.15% 160
2022
Q1 		$2.47M Buy
25,617
+3,028
+13% +$298K 0.17% 147
2021
Q4 		$2.49M Buy
+22,589
New +$2.47M 0.16% 153
2021
Q3 		– Sell
-18,591
Closed -$1.99M – 521
2021
Q2 		$1.99M Buy
18,591
+795
+4% +$84.5K 0.16% 156
2021
Q1 		$1.79M Buy
17,796
+3,614
+25% +$367K 0.17% 145
2020
Q4 		$1.43M Buy
14,182
+6,710
+90% +$635K 0.15% 163
2020
Q3 		$672K Sell
7,472
-5,139
-41% -$455K 0.05% 342
2020
Q2 		$1.05M Buy
12,611
+6,621
+111% +$517K 0.16% 159
2020
Q1 		$426K Sell
5,990
-6,238
-51% -$505K 0.82% 41
2019
Q4 		$1.06M Buy
+12,228
New +$1.02M 0.13% 177

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

J.W. Cole Advisors's EFG Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 56,479 shares — an estimated $5.92M sold.

J.W. Cole Advisors first reported a position in EFG in Q4 2019 and held it in 24 quarters. The position peaked at $5.92M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 56,479 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $5.92M.
  • J.W. Cole Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 24 quarters.
  • J.W. Cole Advisors's iShares MSCI EAFE Growth ETF position peaked at $5.92M in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.