JC
EFG icon

JB Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

JB Capital’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 		$77.9M Buy
699,395
+682,940
+4,150% +$80.3M 3.15% 8
2025
Q4 		$1.87M Sell
16,455
-95,638
-85% -$11M 0.08% 118
2025
Q3 		$12.8M Sell
112,093
-381,973
-77% -$42.6M 0.55% 32
2025
Q2 		$55.3M Buy
494,066
+7,716
+2% +$814K 2.68% 11
2025
Q1 		$48.6M Sell
486,350
-459,926
-49% -$46.9M 2.68% 8
2024
Q4 		$91.6M Buy
946,276
+175,351
+23% +$17.8M 5.13% 7
2024
Q3 		$83M Sell
770,925
-52,401
-6% -$5.44M 4.77% 7
2024
Q2 		$84.2M Buy
823,326
+343,387
+72% +$35.1M 5.28% 6
2024
Q1 		$49.8M Buy
479,939
+38,373
+9% +$3.82M 3.32% 8
2023
Q4 		$42.8M Sell
441,566
-215,435
-33% -$19.3M 3.16% 5
2023
Q3 		$56.7M Sell
657,001
-131,137
-17% -$12.1M 4.79% 5
2023
Q2 		$75.2M Buy
788,138
+38,438
+5% +$3.66M 6.35% 4
2023
Q1 		$70.2M Buy
749,700
+264,384
+54% +$23.8M 6.41% 4
2022
Q4 		$40.7M Sell
485,316
-48,623
-9% -$3.93M 3.98% 5
2022
Q3 		$38.7M Buy
533,939
+206,283
+63% +$16.8M 4.25% 6
2022
Q2 		$26.4M Buy
327,656
+27,784
+9% +$2.41M 2.83% 7
2022
Q1 		$28.9M Sell
299,872
-205,301
-41% -$20.2M 2.81% 6
2021
Q4 		$55.7M Buy
505,173
+51,444
+11% +$5.63M 5.45% 6
2021
Q3 		$48.3M Buy
+453,729
New +$50M 6.25% 4

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 $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JB Capital's EFG Position: Q1 2026 in Review

JB Capital increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4,150% in Q1 2026, buying an estimated $80.3M and bringing the position to 699,395 shares worth $77.9M. The position accounts for 3.15% of the portfolio, ranked #8.

JB Capital first reported a position in EFG in Q3 2021 and has held it in 19 quarters since. The position peaked at $91.6M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • JB Capital held 699,395 shares of iShares MSCI EAFE Growth ETF worth $77.9M as of Q1 2026.
  • JB Capital bought 682,940 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $80.3M.
  • iShares MSCI EAFE Growth ETF made up 3.15% of JB Capital's portfolio in Q1 2026, its #8 holding.
  • JB Capital first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's iShares MSCI EAFE Growth ETF position peaked at $91.6M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.