JWM
EFV icon

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

JGP Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Sell
2,677
-47
-2% -$3.64K 0.02% 227
2026
Q1 		$203K Buy
+2,724
New +$205K 0.02% 218

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JGP Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.7% in Q2 2026, selling an estimated $3.64K and leaving 2,677 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #227.

JGP Wealth Management first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • JGP Wealth Management held 2,677 shares of iShares MSCI EAFE Value ETF worth $205K as of Q2 2026.
  • JGP Wealth Management sold 47 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.64K.
  • iShares MSCI EAFE Value ETF made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #227 holding.
  • JGP Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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