Pachira Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pachira Investments’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	$1.71M	Buy	13,742 +90	+0.7%	+$10.9K	0.65%	30
2026 Q1	$1.52M	Buy	13,652 +17	+0.1%	+$2K	0.71%	31
2025 Q4	$1.55M	Buy	13,635 +212	+2%	+$24.3K	0.76%	30
2025 Q3	$1.53M	Hold	13,423	–	–	0.86%	25
2025 Q2	$1.5M	Buy	13,423 +132	+1%	+$13.9K	1.14%	19
2025 Q1	$1.34M	Buy	13,291 +40	+0.3%	+$4.08K	0.94%	22
2024 Q4	$1.29M	Buy	13,251 +94	+0.7%	+$9.55K	0.79%	25
2024 Q3	$1.42M	Buy	13,157 +8,142	+162%	+$845K	1.09%	19
2024 Q2	$513K	Buy	5,015 +43	+0.9%	+$4.39K	0.45%	28
2024 Q1	$516K	Sell	4,972 -143	-3%	-$14.2K	0.42%	29
2023 Q4	$495K	Sell	5,115 -15	-0.3%	-$1.34K	0.44%	28
2023 Q3	$443K	Buy	5,130 +30	+0.6%	+$2.77K	0.5%	24
2023 Q2	$487K	Buy	5,100 +47	+0.9%	+$4.47K	0.52%	22
2023 Q1	$473K	Hold	5,053	–	–	2.04%	15
2022 Q4	$423K	Buy	5,053 +11	+0.2%	+$889	2.14%	16
2022 Q3	$366K	Hold	5,042	–	–	1.63%	14
2022 Q2	$406K	Hold	5,042	–	–	0.63%	15
2022 Q1	$485K	Hold	5,042	–	–	0.38%	16
2021 Q4	$556K	Sell	5,042 -1,054	-17%	-$115K	0.36%	17
2021 Q3	$649K	Hold	6,096	–	–	0.46%	15
2021 Q2	$654K	Buy	+6,096	New	+$648K	0.46%	15

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

MFG

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

CSP

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

FSWA

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Pachira Investments's EFG Position: Q2 2026 in Review

Pachira Investments increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.66% in Q2 2026, buying an estimated $10.9K and bringing the position to 13,742 shares worth $1.71M. The position accounts for 0.65% of the portfolio, ranked #30.

Pachira Investments first reported a position in EFG in Q2 2021 and has held it in 21 quarters since. 331 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Pachira Investments held 13,742 shares of iShares MSCI EAFE Growth ETF worth $1.71M as of Q2 2026.
Pachira Investments bought 90 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $10.9K.
iShares MSCI EAFE Growth ETF made up 0.65% of Pachira Investments's portfolio in Q2 2026, its #30 holding.
Pachira Investments first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 21 quarters since.
331 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.