JWM
EFG icon

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

JGP 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
Q2 		$309K Sell
2,483
-77
-3% -$9.29K 0.03% 190
2026
Q1 		$285K Buy
2,560
+602
+31% +$70.8K 0.03% 185
2025
Q4 		$223K Buy
+1,958
New +$224K 0.02% 220

Other funds holding EFG

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

JGP Wealth Management's EFG Position: Q2 2026 in Review

JGP Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3% in Q2 2026, selling an estimated $9.29K and leaving 2,483 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #190.

JGP Wealth Management first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • JGP Wealth Management held 2,483 shares of iShares MSCI EAFE Growth ETF worth $309K as of Q2 2026.
  • JGP Wealth Management sold 77 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $9.29K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #190 holding.
  • JGP Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.