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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JT Stratford LLC's EFG Position: Q1 2026 in Review

JT Stratford LLC opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 5,130 shares worth $571K. The stake represents 0.07% of the portfolio and ranks #198 among its holdings. This is a return to the name: JT Stratford LLC previously reported a position in EFG as recently as Q2 2025.

JT Stratford LLC first reported a position in EFG in Q4 2022 and has held it in 12 quarters since. The position peaked at $659K in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

JT Stratford LLC held 5,130 shares of iShares MSCI EAFE Growth ETF worth $571K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new JT Stratford LLC position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.07% of JT Stratford LLC's portfolio in Q1 2026, its #198 holding.
JT Stratford LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 12 quarters since.
JT Stratford LLC's iShares MSCI EAFE Growth ETF position peaked at $659K in Q2 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.