Pacific Excel Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pacific Excel Wealth Advisors’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	$223K	Buy	+1,790	New	+$216K	0.09%	203

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Pacific Excel Wealth Advisors's EFG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,790 shares worth $223K. The stake represents 0.09% of the portfolio and ranks #203 among its holdings.

1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Pacific Excel Wealth Advisors held 1,790 shares of iShares MSCI EAFE Growth ETF worth $223K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #203 holding.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.