FPF
EFG icon

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

First Pacific Financial’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 		$4.62M Buy
41,478
+649
+2% +$76.3K 0.59% 30
2025
Q4 		$4.65M Buy
40,829
+1,920
+5% +$220K 0.61% 31
2025
Q3 		$4.43M Sell
38,909
-416
-1% -$46.4K 0.62% 30
2025
Q2 		$4.4M Sell
39,325
-492
-1% -$51.9K 0.65% 22
2025
Q1 		$3.98M Buy
39,817
+565
+1% +$57.6K 0.81% 20
2024
Q4 		$3.8M Buy
39,252
+194
+0.5% +$19.7K 0.88% 18
2024
Q3 		$4.2M Sell
39,058
-133
-0.3% -$13.8K 0.98% 17
2024
Q2 		$4.01M Sell
39,191
-2,055
-5% -$210K 1.03% 17
2024
Q1 		$4.28M Sell
41,246
-5,011
-11% -$499K 1.2% 16
2023
Q4 		$4.48M Buy
46,257
+2,549
+6% +$228K 1.37% 17
2023
Q3 		$3.77M Sell
43,708
-1,084
-2% -$99.9K 1.68% 10
2023
Q2 		$4.27M Sell
44,792
-1,070
-2% -$102K 1.81% 10
2023
Q1 		$4.3M Sell
45,862
-501
-1% -$45.1K 1.99% 9
2022
Q4 		$3.88M Buy
46,363
+8,895
+24% +$719K 1.92% 9
2022
Q3 		$2.72M Sell
37,468
-19,767
-35% -$1.61M 1.56% 9
2022
Q2 		$4.61M Buy
57,235
+38,943
+213% +$3.38M 2.16% 8
2022
Q1 		$1.76M Sell
18,292
-9,727
-35% -$956K 0.91% 13
2021
Q4 		$3.09M Buy
28,019
+9,969
+55% +$1.09M 1.49% 9
2021
Q3 		$1.92M Sell
18,050
-862
-5% -$94.9K 1.02% 12
2021
Q2 		$2.03M Sell
18,912
-13
-0.1% -$1.38K 1.12% 10
2021
Q1 		$1.9M Sell
18,925
-431
-2% -$43.8K 1.19% 9
2020
Q4 		$1.95M Sell
19,356
-11
-0.1% -$1.04K 1.19% 8
2020
Q3 		$1.74M Buy
+19,367
New +$1.72M 1.53% 10

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Pacific Financial's EFG Position: Q1 2026 in Review

First Pacific Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.6% in Q1 2026, buying an estimated $76.3K and bringing the position to 41,478 shares worth $4.62M. The position accounts for 0.59% of the portfolio, ranked #30.

First Pacific Financial first reported a position in EFG in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.65M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • First Pacific Financial held 41,478 shares of iShares MSCI EAFE Growth ETF worth $4.62M as of Q1 2026.
  • First Pacific Financial bought 649 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $76.3K.
  • iShares MSCI EAFE Growth ETF made up 0.59% of First Pacific Financial's portfolio in Q1 2026, its #30 holding.
  • First Pacific Financial first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • First Pacific Financial's iShares MSCI EAFE Growth ETF position peaked at $4.65M in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on First Pacific Financial's 13F filing for Q1 2026, filed 23 Apr 2026.