JWM
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
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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

JGP Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q2 2026, buying an estimated $49.2K and bringing the position to 35,438 shares worth $3.42M. The position accounts for 0.31% of the portfolio, ranked #58.

JGP Wealth Management first reported a position in IEFA in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.38M in Q3 2025. 967 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • JGP Wealth Management held 35,438 shares of iShares Core MSCI EAFE ETF worth $3.42M as of Q2 2026.
  • JGP Wealth Management bought 512 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $49.2K.
  • iShares Core MSCI EAFE ETF made up 0.31% of JGP Wealth Management's portfolio in Q2 2026, its #58 holding.
  • JGP Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 29 quarters since.
  • JGP Wealth Management's iShares Core MSCI EAFE ETF position peaked at $5.38M in Q3 2025.
  • 967 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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