First Pacific Financial
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
Q3 		$4.96M Buy
124,263
+150
+0.1% +$6.13K 0.51% 36
2026
Q2 		$5.15M Sell
124,113
-321
-0.3% -$12.9K 0.61% 32
2026
Q1 		$4.62M Buy
124,434
+1,947
+2% +$76.3K 0.59% 30
2025
Q4 		$4.65M Buy
122,487
+5,760
+5% +$220K 0.61% 31
2025
Q3 		$4.43M Sell
116,727
-1,248
-1% -$46.4K 0.62% 30
2025
Q2 		$4.4M Sell
117,975
-1,476
-1% -$51.9K 0.65% 22
2025
Q1 		$3.98M Buy
119,451
+1,695
+1% +$57.6K 0.81% 20
2024
Q4 		$3.8M Buy
117,756
+582
+0.5% +$19.7K 0.88% 18
2024
Q3 		$4.2M Sell
117,174
-399
-0.3% -$13.8K 0.98% 17
2024
Q2 		$4.01M Sell
117,573
-6,165
-5% -$210K 1.03% 17
2024
Q1 		$4.28M Sell
123,738
-15,033
-11% -$499K 1.2% 16
2023
Q4 		$4.48M Buy
138,771
+7,647
+6% +$228K 1.37% 17
2023
Q3 		$3.77M Sell
131,124
-3,252
-2% -$100K 1.68% 10
2023
Q2 		$4.27M Sell
134,376
-3,210
-2% -$102K 1.81% 10
2023
Q1 		$4.3M Sell
137,586
-1,503
-1% -$45.1K 1.99% 9
2022
Q4 		$3.88M Buy
139,089
+26,685
+24% +$719K 1.92% 9
2022
Q3 		$2.72M Sell
112,404
-59,301
-35% -$1.61M 1.56% 9
2022
Q2 		$4.61M Buy
171,705
+116,829
+213% +$3.38M 2.16% 8
2022
Q1 		$1.76M Sell
54,876
-29,181
-35% -$956K 0.91% 13
2021
Q4 		$3.09M Buy
84,057
+29,907
+55% +$1.09M 1.49% 9
2021
Q3 		$1.92M Sell
54,150
-2,586
-5% -$94.9K 1.02% 12
2021
Q2 		$2.03M Sell
56,736
-39
-0.1% -$1.38K 1.12% 10
2021
Q1 		$1.9M Sell
56,775
-1,293
-2% -$43.8K 1.19% 9
2020
Q4 		$1.95M Sell
58,068
-33
-0.1% -$1.04K 1.19% 8
2020
Q3 		$1.74M Buy
+58,101
New +$1.72M 1.53% 10

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

First Pacific Financial's EFG Position: Q3 2026 in Review

First Pacific Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.12% in Q3 2026, buying an estimated $6.13K and bringing the position to 124,263 shares worth $4.96M. The position accounts for 0.51% of the portfolio, ranked #36.

First Pacific Financial first reported a position in EFG in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.15M in Q2 2026. 692 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • First Pacific Financial held 124,263 shares of iShares MSCI EAFE Growth ETF worth $4.96M as of Q3 2026.
  • First Pacific Financial bought 150 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $6.13K.
  • iShares MSCI EAFE Growth ETF made up 0.51% of First Pacific Financial's portfolio in Q3 2026, its #36 holding.
  • First Pacific Financial first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • First Pacific Financial's iShares MSCI EAFE Growth ETF position peaked at $5.15M in Q2 2026.
  • 692 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.