Jacksonville Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Jacksonville Wealth Management’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	$2.84M	Buy	25,494 +4,733	+23%	+$557K	1.92%	14
2025 Q4	$2.37M	Buy	20,761 +710	+4%	+$81.4K	1.67%	16
2025 Q3	$2.28M	Buy	20,051 +2,054	+11%	+$229K	1.68%	18
2025 Q2	$2.02M	Buy	17,997 +851	+5%	+$89.8K	1.62%	18
2025 Q1	$1.71M	Buy	17,146 +293	+2%	+$29.9K	1.69%	18
2024 Q4	$1.63M	Buy	+16,853	New	+$1.71M	1.52%	18

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jacksonville Wealth Management's EFG Position: Q1 2026 in Review

Jacksonville Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 23% in Q1 2026, buying an estimated $557K and bringing the position to 25,494 shares worth $2.84M. The position accounts for 1.92% of the portfolio, ranked #14.

Jacksonville Wealth Management first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Jacksonville Wealth Management held 25,494 shares of iShares MSCI EAFE Growth ETF worth $2.84M as of Q1 2026.
Jacksonville Wealth Management bought 4,733 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $557K.
iShares MSCI EAFE Growth ETF made up 1.92% of Jacksonville Wealth Management's portfolio in Q1 2026, its #14 holding.
Jacksonville Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.