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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.37M	Sell	15,093 -418	-3%	-$39K	0.74%	33
2025 Q4	$1.39M	Buy	+15,511	New	+$1.37M	0.77%	31
2022 Q3	–	Sell	-3,417	Closed	-$201K	–	54
2022 Q2	$201K	Buy	3,417 +490	+17%	+$31.4K	0.15%	58
2022 Q1	$203K	Sell	2,927 -890	-23%	-$63K	0.13%	62
2021 Q4	$285K	Buy	3,817 +140	+4%	+$10.5K	0.19%	59
2021 Q3	$273K	Buy	3,677 +716	+24%	+$54.5K	0.19%	62
2021 Q2	$222K	Buy	+2,961	New	+$224K	0.15%	67
2019 Q4	–	Sell	-66,240	Closed	-$4.07M	–	84
2019 Q3	$4.07M	Sell	66,240 -79,383	-55%	-$4.79M	0.44%	35
2019 Q2	$8.85M	Hold	145,623	–	–	1.07%	19
2019 Q1	$8.85M	Buy	+145,623	New	+$8.6M	1.08%	19

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pacific Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q1 2026, selling an estimated $39K and leaving 15,093 shares worth $1.37M. The position accounts for 0.74% of the portfolio, ranked #33.

Pacific Financial Group first reported a position in IEFA in Q1 2019 and has held it in 10 quarters since. The position peaked at $8.85M in Q2 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Pacific Financial Group held 15,093 shares of iShares Core MSCI EAFE ETF worth $1.37M as of Q1 2026.
Pacific Financial Group sold 418 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $39K.
iShares Core MSCI EAFE ETF made up 0.74% of Pacific Financial Group's portfolio in Q1 2026, its #33 holding.
Pacific Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 10 quarters since.
Pacific Financial Group's iShares Core MSCI EAFE ETF position peaked at $8.85M in Q2 2019.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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