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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
Q2 		$3.65M Buy
29,333
+121
+0.4% +$14.6K 0.12% 88
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

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EFG Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.41% in Q2 2026, buying an estimated $14.6K and bringing the position to 29,333 shares worth $3.65M. The position accounts for 0.12% of the portfolio, ranked #88.

Johnson Financial Group Inc (Wisconsin) first reported a position in EFG in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.3M in Q4 2022. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 29,333 shares of iShares MSCI EAFE Growth ETF worth $3.65M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 121 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $14.6K.
  • iShares MSCI EAFE Growth ETF made up 0.12% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #88 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares MSCI EAFE Growth ETF position peaked at $16.3M in Q4 2022.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.