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JT Stratford LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

JT Stratford LLC’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 		$515K Sell
4,136
-994
-19% -$120K 0.06% 216
2026
Q1 		$571K Buy
+5,130
New +$603K 0.07% 198
2025
Q3 		– Sell
-3,688
Closed -$413K – 310
2025
Q2 		$413K Sell
3,688
-139
-4% -$14.7K 0.06% 209
2025
Q1 		$383K Sell
3,827
-2,311
-38% -$236K 0.07% 215
2024
Q4 		$594K Buy
6,138
+752
+14% +$76.4K 0.1% 184
2024
Q3 		$580K Sell
5,386
-722
-12% -$74.9K 0.1% 191
2024
Q2 		$625K Buy
6,108
+2,392
+64% +$245K 0.12% 172
2024
Q1 		$386K Buy
3,716
+250
+7% +$24.9K 0.08% 203
2023
Q4 		$336K Sell
3,466
-1,620
-32% -$145K 0.08% 201
2023
Q3 		$439K Sell
5,086
-1,818
-26% -$168K 0.11% 175
2023
Q2 		$659K Hold
6,904
– – 0.18% 131
2023
Q1 		$647K Buy
6,904
+3,636
+111% +$327K 0.19% 122
2022
Q4 		$274K Buy
+3,268
New +$264K 0.09% 187

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

JT Stratford LLC's EFG Position: Q2 2026 in Review

JT Stratford LLC reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 19% in Q2 2026, selling an estimated $120K and leaving 4,136 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #216.

JT Stratford LLC first reported a position in EFG in Q4 2022 and has held it in 13 quarters since. The position peaked at $659K in Q2 2023. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • JT Stratford LLC held 4,136 shares of iShares MSCI EAFE Growth ETF worth $515K as of Q2 2026.
  • JT Stratford LLC sold 994 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $120K.
  • iShares MSCI EAFE Growth ETF made up 0.06% of JT Stratford LLC's portfolio in Q2 2026, its #216 holding.
  • JT Stratford LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • JT Stratford LLC's iShares MSCI EAFE Growth ETF position peaked at $659K in Q2 2023.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.