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EFG
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Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

JONES FINANCIAL COMPANIES LLLP holds 4.3M shares of EFG (ISHARES TR), worth $462.9M as of 2026-Q1. The position was increased (+11.0% shares). EFG represents 0.2% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$462.9M

Current Shares

4.3M

Total Value Change

-$301.8M

Total Shares Change

-3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.3M
+11.0%
$462.9M0.2%$116.73
42
2025-Q4
Increased
3.9M
+2.1%
$441.5M0.3%$114.45
38
2025-Q3
Decreased
3.8M
-18.5%
$427.4M0.3%$111.53
0
2025-Q2
Decreased
4.7M
-12.1%
$520.4M0.4%$109.97
0
2025-Q1
Decreased
5.3M
-21.4%
$534.3M0.5%$98.29
0
2024-Q4
Decreased
6.7M
-12.4%
$652.4M0.6%$94.57
0
2024-Q3
Increased
7.7M
+2.9%
$830.2M0.9%$104.45
46
2024-Q2
Decreased
7.5M
-1.8%
$764.7M0.9%$99.03
0

Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC

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