Pacific Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Pacific Financial Group’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.65M	Buy	16,951 +3,403	+25%	+$340K	0.89%	28
2025 Q4	$1.3M	Buy	13,548 +3,250	+32%	+$308K	0.72%	32
2025 Q3	$961K	Buy	10,298 +4,076	+66%	+$371K	0.71%	32
2025 Q2	$556K	Buy	6,222 +1,327	+27%	+$113K	0.43%	43
2025 Q1	$400K	Sell	4,895 -198	-4%	-$16K	0.32%	46
2024 Q4	$385K	Buy	5,093 +2,270	+80%	+$180K	0.29%	47
2024 Q3	$236K	Sell	2,823 -231	-8%	-$18.6K	0.17%	55
2024 Q2	$239K	Sell	3,054 -608	-17%	-$48.2K	0.17%	57
2024 Q1	$292K	Sell	3,662 -27	-0.7%	-$2.06K	0.2%	50
2023 Q4	$278K	Buy	3,689 +149	+4%	+$10.5K	0.21%	52
2023 Q3	$244K	Buy	3,540 +10	+0.3%	+$716	0.16%	56
2023 Q2	$256K	Sell	3,530 -319	-8%	-$23.2K	0.17%	52
2023 Q1	$275K	Sell	3,849 -232	-6%	-$16.2K	0.21%	47
2022 Q4	$268K	Buy	4,081 +362	+10%	+$22.7K	0.2%	48
2022 Q3	$208K	Sell	3,719 -413	-10%	-$25.7K	0.19%	50
2022 Q2	$258K	Sell	4,132 -782	-16%	-$53.2K	0.19%	53
2022 Q1	$362K	Buy	4,914 +305	+7%	+$22.8K	0.24%	51
2021 Q4	$364K	Sell	4,609 -449	-9%	-$35.6K	0.24%	51
2021 Q3	$395K	Buy	5,058 +290	+6%	+$23.2K	0.28%	54
2021 Q2	$376K	Buy	4,768 +71	+2%	+$5.64K	0.26%	57
2021 Q1	$356K	Buy	4,697 +72	+2%	+$5.42K	0.29%	49
2020 Q4	$337K	Buy	4,625 +132	+3%	+$9.03K	0.3%	50
2020 Q3	$286K	Sell	4,493 -1,301	-22%	-$83.3K	0.22%	53
2020 Q2	$310K	Hold	5,794	–	–	0.32%	45
2020 Q1	$310K	Sell	5,794 -76	-1%	-$4.82K	0.32%	45
2019 Q4	$408K	Sell	5,870 -80	-1%	-$5.4K	0.04%	72
2019 Q3	$391K	Buy	5,950 +451	+8%	+$29.1K	0.04%	74
2019 Q2	$357K	Hold	5,499	–	–	0.04%	70
2019 Q1	$357K	Sell	5,499 -12	-0.2%	-$756	0.04%	62
2018 Q4	$324K	Buy	+5,511	New	+$344K	0.05%	52
2016 Q2	$289K	Buy	+5,183	New	+$298K	0.52%	36
2015 Q4	$306K	Buy	5,210 +111	+2%	+$6.69K	0.57%	37
2015 Q3	$292K	Buy	5,099 +364	+8%	+$22.5K	0.38%	45
2015 Q2	$301K	Sell	4,735 -46	-1%	-$3.06K	0.34%	42
2015 Q1	$307K	Sell	4,781 -66	-1%	-$4.16K	0.4%	39
2014 Q4	$295K	Buy	4,847 +6	+0.1%	+$375	0.09%	39
2014 Q3	$310K	Sell	4,841 -87	-2%	-$5.8K	0.32%	28
2014 Q2	$337K	Sell	4,928 -67	-1%	-$4.59K	0.53%	31
2014 Q1	$336K	Sell	4,995 -31	-0.6%	-$2.05K	0.14%	32
2013 Q4	$337K	Sell	5,026 -104	-2%	-$6.79K	0.65%	30
2013 Q3	$327K	Sell	5,130 -265	-5%	-$16.2K	0.23%	31
2013 Q2	$309K	Buy	+5,395	New	+$326K	0.68%	26

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Financial Group's EFA Position: Q1 2026 in Review

Pacific Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 25% in Q1 2026, buying an estimated $340K and bringing the position to 16,951 shares worth $1.65M. The position accounts for 0.89% of the portfolio, ranked #28.

Pacific Financial Group first reported a position in EFA in Q2 2013 and has held it in 42 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Pacific Financial Group held 16,951 shares of iShares MSCI EAFE ETF worth $1.65M as of Q1 2026.
Pacific Financial Group bought 3,403 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $340K.
iShares MSCI EAFE ETF made up 0.89% of Pacific Financial Group's portfolio in Q1 2026, its #28 holding.
Pacific Financial Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 42 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.