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 Q2	$2.52M	Buy	26,060 +10,967	+73%	+$1.05M	1.21%	24
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pacific Financial Group's IEFA Position: Q2 2026 in Review

Pacific Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 73% in Q2 2026, buying an estimated $1.05M and bringing the position to 26,060 shares worth $2.52M. The position accounts for 1.21% of the portfolio, ranked #24.

Pacific Financial Group first reported a position in IEFA in Q1 2019 and has held it in 11 quarters since. The position peaked at $8.85M in Q2 2019. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Pacific Financial Group held 26,060 shares of iShares Core MSCI EAFE ETF worth $2.52M as of Q2 2026.
Pacific Financial Group bought 10,967 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.05M.
iShares Core MSCI EAFE ETF made up 1.21% of Pacific Financial Group's portfolio in Q2 2026, its #24 holding.
Pacific Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 11 quarters since.
Pacific Financial Group's iShares Core MSCI EAFE ETF position peaked at $8.85M in Q2 2019.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.