JMG Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

JMG Financial Group’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	$281K	Sell	2,256 -155	-6%	-$18.7K	0.01%	114
2026 Q1	$269K	Sell	2,411 -1,013	-30%	-$119K	0.01%	110
2025 Q4	$390K	Hold	3,424	–	–	0.01%	98
2025 Q3	$390K	Buy	+3,424	New	+$382K	0.01%	99
2023 Q3	–	Sell	-8,892	Closed	-$848K	–	111
2023 Q2	$848K	Hold	8,892	–	–	0.04%	67
2023 Q1	$833K	Buy	+8,892	New	+$800K	0.04%	65

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JMG Financial Group's EFG Position: Q2 2026 in Review

JMG Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 6.4% in Q2 2026, selling an estimated $18.7K and leaving 2,256 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #114.

JMG Financial Group first reported a position in EFG in Q1 2023 and has held it in 6 quarters since. The position peaked at $848K in Q2 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

JMG Financial Group held 2,256 shares of iShares MSCI EAFE Growth ETF worth $281K as of Q2 2026.
JMG Financial Group sold 155 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $18.7K.
iShares MSCI EAFE Growth ETF made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #114 holding.
JMG Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 6 quarters since.
JMG Financial Group's iShares MSCI EAFE Growth ETF position peaked at $848K in Q2 2023.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.