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 Q2	$5.15M	Sell	41,371 -107	-0.3%	-$12.9K	0.61%	32
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

First Pacific Financial's EFG Position: Q2 2026 in Review

First Pacific Financial reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.26% in Q2 2026, selling an estimated $12.9K and leaving 41,371 shares worth $5.15M. The position accounts for 0.61% of the portfolio, ranked #32.

First Pacific Financial first reported a position in EFG in Q3 2020 and has held it in 24 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

First Pacific Financial held 41,371 shares of iShares MSCI EAFE Growth ETF worth $5.15M as of Q2 2026.
First Pacific Financial sold 107 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $12.9K.
iShares MSCI EAFE Growth ETF made up 0.61% of First Pacific Financial's portfolio in Q2 2026, its #32 holding.
First Pacific Financial first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 24 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.