JGP Wealth Management
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
Q3 		$298K Hold
7,449
– – 0.03% 193
2026
Q2 		$309K Sell
7,449
-231
-3% -$9.28K 0.03% 190
2026
Q1 		$285K Buy
7,680
+1,806
+31% +$70.8K 0.03% 185
2025
Q4 		$223K Buy
+5,874
New +$224K 0.02% 220

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

JGP Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 7,449 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #193.

JGP Wealth Management first reported a position in EFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $309K in Q2 2026. 754 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • JGP Wealth Management held 7,449 shares of iShares MSCI EAFE Growth ETF worth $298K as of Q3 2026.
  • JGP Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #193 holding.
  • JGP Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • JGP Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $309K in Q2 2026.
  • 754 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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