JFS Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

JFS Wealth 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 Q2	$1.54M	Buy	12,409 +169	+1%	+$20.4K	0.08%	130
2026 Q1	$1.36M	Buy	12,240 +10,533	+617%	+$1.24M	0.08%	139
2025 Q4	$194K	Buy	1,707 +71	+4%	+$8.14K	0.01%	325
2025 Q3	$186K	Hold	1,636	–	–	0.01%	338
2025 Q2	$183K	Hold	1,636	–	–	0.01%	309
2025 Q1	$164K	Hold	1,636	–	–	0.01%	326
2024 Q4	$158K	Hold	1,636	–	–	0.01%	315
2024 Q3	$176K	Hold	1,636	–	–	0.01%	300
2024 Q2	$167K	Buy	1,636 +133	+9%	+$13.6K	0.01%	256
2024 Q1	$156K	Buy	1,503 +333	+28%	+$33.1K	0.01%	264
2023 Q4	$113K	Hold	1,170	–	–	0.01%	284
2023 Q3	$101K	Hold	1,170	–	–	0.01%	276
2023 Q2	$112K	Sell	1,170 -16	-1%	-$1.52K	0.01%	268
2023 Q1	$111K	Buy	1,186 +16	+1%	+$1.44K	0.01%	261
2022 Q4	$98K	Sell	1,170 -700	-37%	-$56.6K	0.01%	282
2022 Q3	$136K	Hold	1,870	–	–	0.01%	254
2022 Q2	$151K	Hold	1,870	–	–	0.02%	246
2022 Q1	$180K	Buy	1,870 +1,846	+7,692%	+$182K	0.02%	235
2021 Q4	$3K	Buy	+24	New	+$2.63K	﹤0.01%	929

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JFS Wealth Advisors's EFG Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.4% in Q2 2026, buying an estimated $20.4K and bringing the position to 12,409 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #130.

JFS Wealth Advisors first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

JFS Wealth Advisors held 12,409 shares of iShares MSCI EAFE Growth ETF worth $1.54M as of Q2 2026.
JFS Wealth Advisors bought 169 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $20.4K.
iShares MSCI EAFE Growth ETF made up 0.08% of JFS Wealth Advisors's portfolio in Q2 2026, its #130 holding.
JFS Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.