JMPWA
EFG icon

JP Morgan Private Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$30.4M Sell
352,482
-63,963
-15% -$5.9M 0.09% 217
2023
Q2 		$39.7M Sell
416,445
-3,857
-0.9% -$367K 0.21% 103
2023
Q1 		$39.4M Buy
420,302
+34,456
+9% +$3.1M 0.08% 217
2022
Q4 		$32.3M Buy
385,846
+306,259
+385% +$24.8M 0.07% 239
2022
Q3 		$5.78M Buy
79,587
+16,391
+26% +$1.34M 0.02% 521
2022
Q2 		$5.09M Buy
63,196
+18,046
+40% +$1.57M 0.01% 561
2022
Q1 		$4.35M Sell
45,150
-118,543
-72% -$11.7M 0.01% 662
2021
Q4 		$18.1M Buy
163,693
+47,724
+41% +$5.23M 0.04% 335
2021
Q3 		$12.3M Buy
115,969
+23,218
+25% +$2.56M 0.03% 389
2021
Q2 		$9.95M Buy
92,751
+24,717
+36% +$2.63M 0.03% 416
2021
Q1 		$6.83M Sell
68,034
-87,623
-56% -$8.91M 0.02% 440
2020
Q4 		$15.7M Buy
155,657
+15,557
+11% +$1.47M 0.05% 301
2020
Q3 		$12.6M Buy
140,100
+12,649
+10% +$1.12M 0.05% 289
2020
Q2 		$10.6M Buy
127,451
+29,417
+30% +$2.3M 0.05% 276
2020
Q1 		$6.97M Buy
98,034
+78,919
+413% +$6.39M 0.04% 306
2019
Q4 		$1.65M Buy
19,115
+2,998
+19% +$250K 0.01% 656
2019
Q3 		$1.3M Buy
16,117
+3,354
+26% +$268K 0.01% 682
2019
Q2 		$1.03M Buy
12,763
+22
+0.2% +$1.74K 0.01% 746
2019
Q1 		$987K Buy
12,741
+1,447
+13% +$107K 0.01% 801
2018
Q4 		$780K Buy
11,294
+46
+0.4% +$3.35K ﹤0.01% 833
2018
Q3 		$901K Buy
11,248
+600
+6% +$47.8K ﹤0.01% 858
2018
Q2 		$839K Buy
10,648
+448
+4% +$36.3K ﹤0.01% 828
2018
Q1 		$820K Sell
10,200
-443
-4% -$36.2K 0.01% 701
2017
Q4 		$859K Sell
10,643
-5,600
-34% -$444K 0.01% 708
2017
Q3 		$1.26M Buy
16,243
+5,505
+51% +$417K 0.01% 573
2017
Q2 		$794K Buy
10,738
+489
+5% +$35.7K 0.01% 677
2017
Q1 		$712K Buy
10,249
+103
+1% +$6.9K 0.01% 738
2016
Q4 		$646K Sell
10,146
-444
-4% -$28.7K 0.01% 720
2016
Q3 		$724K Buy
10,590
+367
+4% +$24.8K 0.01% 665
2016
Q2 		$669K Buy
10,223
+3,858
+61% +$255K 0.01% 691
2016
Q1 		$419K Sell
6,365
-2,183
-26% -$138K ﹤0.01% 805
2015
Q4 		$574K Sell
8,548
-6,310
-42% -$427K 0.01% 645
2015
Q3 		$948K Buy
14,858
+1,674
+13% +$114K 0.01% 482
2015
Q2 		$922K Sell
13,184
-908
-6% -$65.9K 0.01% 523
2015
Q1 		$988K Sell
14,092
-2,880
-17% -$197K 0.01% 527
2014
Q4 		$1.12M Sell
16,972
-628
-4% -$42.1K 0.01% 507
2014
Q3 		$1.2M Buy
17,600
+31
+0.2% +$2.19K 0.02% 469
2014
Q2 		$1.27M Sell
17,569
-1,444
-8% -$104K 0.02% 364
2014
Q1 		$1.35M Sell
19,013
-2,011
-10% -$141K 0.02% 347
2013
Q4 		$1.5M Buy
21,024
+17,231
+454% +$1.19M 0.03% 291
2013
Q3 		$258K Buy
3,793
+6
+0.2% +$394 0.01% 534
2013
Q2 		$234K Buy
+3,787
New +$245K 0.01% 539

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EFG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q3 2023, selling an estimated $5.9M and leaving 352,482 shares worth $30.4M. The position accounts for 0.09% of the portfolio, ranked #217.

JP Morgan Private Wealth Advisors first reported a position in EFG in Q2 2013 and has held it in 42 quarters since. The position peaked at $39.7M in Q2 2023. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 352,482 shares of iShares MSCI EAFE Growth ETF worth $30.4M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 63,963 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $5.9M.
  • iShares MSCI EAFE Growth ETF made up 0.09% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #217 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $39.7M in Q2 2023.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.