JGP Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

JGP Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$363K	Hold	3,496	–	–	0.03%	179
2026 Q2	$363K	Hold	3,496	–	–	0.03%	176
2026 Q1	$340K	Hold	3,496	–	–	0.04%	169
2025 Q4	$336K	Buy	+3,496	New	+$332K	0.04%	177
2022 Q2	–	Sell	-3,374	Closed	-$246K	–	148
2022 Q1	$246K	Buy	3,374 +200	+6%	+$15K	0.05%	147
2021 Q4	$251K	Hold	3,174	–	–	0.05%	149
2021 Q3	$248K	Hold	3,174	–	–	0.05%	141
2021 Q2	$250K	Hold	3,174	–	–	0.05%	142
2021 Q1	$241K	Hold	3,174	–	–	0.05%	136
2020 Q4	$236K	Hold	3,174	–	–	0.05%	132
2020 Q3	$205K	Sell	3,174 -1,200	-27%	-$76.8K	0.05%	130
2020 Q2	$273K	Buy	+4,374	New	+$253K	0.08%	105
2019 Q1	–	Sell	-222,527	Closed	-$13.1M	–	126
2018 Q4	$13.1M	Buy	+222,527	New	+$13.9M	5.41%	1

Other funds holding EFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

JGP Wealth Management's EFA Position: Q3 2026 in Review

JGP Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 3,496 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #179.

JGP Wealth Management first reported a position in EFA in Q4 2018 and has held it in 13 quarters since. The position peaked at $13.1M in Q4 2018. 1,632 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

JGP Wealth Management held 3,496 shares of iShares MSCI EAFE ETF worth $363K as of Q3 2026.
JGP Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #179 holding.
JGP Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 13 quarters since.
JGP Wealth Management's iShares MSCI EAFE ETF position peaked at $13.1M in Q4 2018.
1,632 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.