JGP Wealth Management
IEFA icon

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

JGP Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.41M Sell
35,163
-275
-0.8% -$27.1K 0.3% 60
2026
Q2 		$3.42M Buy
35,438
+512
+1% +$49.2K 0.31% 58
2026
Q1 		$3.16M Buy
34,926
+2,486
+8% +$232K 0.33% 59
2025
Q4 		$2.9M Sell
32,440
-28,686
-47% -$2.54M 0.3% 62
2025
Q3 		$5.38M Buy
61,126
+1,002
+2% +$85.1K 0.6% 44
2025
Q2 		$5.02M Buy
60,124
+1,542
+3% +$122K 0.61% 43
2025
Q1 		$4.43M Buy
58,582
+3,868
+7% +$289K 0.58% 44
2024
Q4 		$3.85M Buy
54,714
+3,617
+7% +$267K 0.5% 47
2024
Q3 		$3.99M Buy
51,097
+1,489
+3% +$111K 0.51% 47
2024
Q2 		$3.6M Buy
49,608
+2,509
+5% +$185K 0.51% 47
2024
Q1 		$3.5M Sell
47,099
-20
-0% -$1.42K 0.51% 51
2023
Q4 		$3.31M Buy
47,119
+9,422
+25% +$621K 0.49% 47
2023
Q3 		$2.43M Buy
37,697
+1,723
+5% +$115K 0.41% 52
2023
Q2 		$2.43M Sell
35,974
-3,889
-10% -$264K 0.4% 53
2023
Q1 		$2.66M Buy
39,863
+5,927
+17% +$389K 0.47% 50
2022
Q4 		$2.09M Buy
33,936
+2,932
+9% +$173K 0.38% 54
2022
Q3 		$1.66M Buy
31,004
+802
+3% +$47.2K 0.35% 58
2022
Q2 		$1.74M Buy
30,202
+1,765
+6% +$113K 0.35% 56
2022
Q1 		$1.96M Buy
28,437
+5,045
+22% +$357K 0.36% 55
2021
Q4 		$1.75M Buy
23,392
+5,036
+27% +$378K 0.33% 58
2021
Q3 		$1.36M Buy
18,356
+2,145
+13% +$163K 0.29% 60
2021
Q2 		$1.21M Buy
16,211
+1,964
+14% +$148K 0.26% 67
2021
Q1 		$1.03M Buy
14,247
+1,192
+9% +$85.2K 0.23% 69
2020
Q4 		$920K Buy
13,055
+1,597
+14% +$103K 0.21% 73
2020
Q3 		$703K Buy
11,458
+439
+4% +$26.5K 0.19% 75
2020
Q2 		$646K Buy
11,019
+944
+9% +$51.2K 0.19% 76
2020
Q1 		$511K Buy
10,075
+1,374
+16% +$81.8K 0.18% 89
2019
Q4 		$569K Buy
8,701
+1,100
+14% +$69.8K 0.17% 87
2019
Q3 		$451K Buy
7,601
+1,510
+25% +$91.1K 0.16% 88
2019
Q2 		$374K Buy
+6,091
New +$373K 0.13% 98

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

JGP Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.78% in Q3 2026, selling an estimated $27.1K and leaving 35,163 shares worth $3.41M. The position accounts for 0.3% of the portfolio, ranked #60.

JGP Wealth Management first reported a position in IEFA in Q2 2019 and has held it in 30 quarters since. The position peaked at $5.38M in Q3 2025. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • JGP Wealth Management held 35,163 shares of iShares Core MSCI EAFE ETF worth $3.41M as of Q3 2026.
  • JGP Wealth Management sold 275 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $27.1K.
  • iShares Core MSCI EAFE ETF made up 0.3% of JGP Wealth Management's portfolio in Q3 2026, its #60 holding.
  • JGP Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 30 quarters since.
  • JGP Wealth Management's iShares Core MSCI EAFE ETF position peaked at $5.38M in Q3 2025.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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