First Citizens Financial Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

First Citizens Financial Corp’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	$1.22M	Buy	9,822 +2,059	+27%	+$248K	0.51%	50
2026 Q1	$865K	Buy	7,763 +1,511	+24%	+$178K	0.41%	61
2025 Q4	$712K	Buy	6,252 +15	+0.2%	+$1.72K	0.35%	71
2025 Q3	$710K	Buy	6,237 +466	+8%	+$51.9K	0.35%	72
2025 Q2	$646K	Sell	5,771 -1,035	-15%	-$109K	0.36%	70
2025 Q1	$681K	Sell	6,806 -1,569	-19%	-$160K	0.39%	63
2024 Q4	$811K	Buy	8,375 +127	+2%	+$12.9K	0.44%	53
2024 Q3	$888K	Buy	8,248 +198	+2%	+$20.5K	0.47%	50
2024 Q2	$824K	Buy	8,050 +1,299	+19%	+$133K	0.49%	52
2024 Q1	$701K	Buy	6,751 +206	+3%	+$20.5K	0.42%	54
2023 Q4	$634K	Sell	6,545 -1,727	-21%	-$155K	0.41%	56
2023 Q3	$714K	Sell	8,272 -34	-0.4%	-$3.13K	0.5%	46
2023 Q2	$792K	Buy	+8,306	New	+$790K	0.54%	37
2022 Q4	$428K	Buy	5,112 +234	+5%	+$18.9K	0.37%	56
2022 Q3	$354K	Buy	4,878 +149	+3%	+$12.2K	0.35%	58
2022 Q2	$381K	Sell	4,729 -541	-10%	-$47K	0.34%	58
2022 Q1	$507K	Buy	5,270 +1,203	+30%	+$118K	0.38%	56
2021 Q4	$449K	Buy	4,067 +129	+3%	+$14.1K	0.33%	56
2021 Q3	$419K	Buy	3,938 +697	+22%	+$76.7K	0.33%	60
2021 Q2	$348K	Buy	3,241 +723	+29%	+$76.8K	0.26%	76
2021 Q1	$253K	Buy	+2,518	New	+$256K	0.21%	92

Other funds holding EFG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

First Citizens Financial Corp's EFG Position: Q2 2026 in Review

First Citizens Financial Corp increased its iShares MSCI EAFE Growth ETF (EFG) stake by 27% in Q2 2026, buying an estimated $248K and bringing the position to 9,822 shares worth $1.22M. The position accounts for 0.51% of the portfolio, ranked #50.

First Citizens Financial Corp first reported a position in EFG in Q1 2021 and has held it in 21 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

First Citizens Financial Corp held 9,822 shares of iShares MSCI EAFE Growth ETF worth $1.22M as of Q2 2026.
First Citizens Financial Corp bought 2,059 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $248K.
iShares MSCI EAFE Growth ETF made up 0.51% of First Citizens Financial Corp's portfolio in Q2 2026, its #50 holding.
First Citizens Financial Corp first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 21 quarters since.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.