JB Capital
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
Q3 		$73.9M Sell
616,596
-128,091
-17% -$15.7M 2.52% 9
2026
Q2 		$92.7M Buy
744,687
+45,292
+6% +$5.46M 3.21% 7
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

Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

JB Capital's EFG Position: Q3 2026 in Review

JB Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 17% in Q3 2026, selling an estimated $15.7M and leaving 616,596 shares worth $73.9M. The position accounts for 2.52% of the portfolio, ranked #9.

JB Capital first reported a position in EFG in Q3 2021 and has held it in 21 quarters since. The position peaked at $92.7M in Q2 2026. 270 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • JB Capital held 616,596 shares of iShares MSCI EAFE Growth ETF worth $73.9M as of Q3 2026.
  • JB Capital sold 128,091 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $15.7M.
  • iShares MSCI EAFE Growth ETF made up 2.52% of JB Capital's portfolio in Q3 2026, its #9 holding.
  • JB Capital first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • JB Capital's iShares MSCI EAFE Growth ETF position peaked at $92.7M in Q2 2026.
  • 270 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.