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Johnson Financial Group Inc (Wisconsin)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		$3.25M Sell
29,212
-23,850
-45% -$2.8M 0.12% 92
2025
Q4 		$6.04M Sell
53,062
-4,868
-8% -$558K 0.23% 54
2025
Q3 		$6.6M Buy
57,930
+35,175
+155% +$3.92M 0.25% 50
2025
Q2 		$2.55M Buy
22,755
+195
+0.9% +$20.6K 0.11% 100
2025
Q1 		$2.26M Sell
22,560
-1,012
-4% -$103K 0.11% 101
2024
Q4 		$2.4M Sell
23,572
-51,779
-69% -$5.26M 0.11% 98
2024
Q3 		$8.11M Sell
75,351
-336
-0.4% -$34.9K 0.37% 40
2024
Q2 		$7.74M Sell
75,687
-4,987
-6% -$510K 0.38% 38
2024
Q1 		$8.37M Sell
80,674
-6,613
-8% -$658K 0.45% 28
2023
Q4 		$8.45M Sell
87,287
-8,471
-9% -$759K 0.46% 29
2023
Q3 		$8.26M Sell
95,758
-4,485
-4% -$413K 0.57% 22
2023
Q2 		$9.56M Sell
100,243
-8,546
-8% -$813K 0.66% 19
2023
Q1 		$10.2M Sell
108,789
-85,420
-44% -$7.68M 0.73% 19
2022
Q4 		$16.3M Buy
194,209
+91,722
+89% +$7.42M 1.29% 16
2022
Q3 		$7.8M Sell
102,487
-85,308
-45% -$6.96M 0.72% 20
2022
Q2 		$15.1M Buy
187,795
+184,272
+5,231% +$16M 1.08% 17
2022
Q1 		$339K Sell
3,523
-10,174
-74% -$1M 0.02% 217
2021
Q4 		$1.51M Buy
13,697
+10,365
+311% +$1.14M 0.1% 105
2021
Q3 		$355K Buy
3,332
+377
+13% +$41.5K 0.02% 208
2021
Q2 		$317K Hold
2,955
– – 0.02% 224
2021
Q1 		$297K Buy
+2,955
New +$300K 0.02% 226

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EFG Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 45% in Q1 2026, selling an estimated $2.8M and leaving 29,212 shares worth $3.25M. The position accounts for 0.12% of the portfolio, ranked #92.

Johnson Financial Group Inc (Wisconsin) first reported a position in EFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.3M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 29,212 shares of iShares MSCI EAFE Growth ETF worth $3.25M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 23,850 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.8M.
  • iShares MSCI EAFE Growth ETF made up 0.12% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #92 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares MSCI EAFE Growth ETF position peaked at $16.3M in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.