Collier Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Collier Financial’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	$43.9K	Buy	353 +3	+0.9%	+$362	0.03%	83
2026 Q1	$39K	Hold	350	–	–	0.03%	79
2025 Q4	$39.9K	Buy	350 +5	+1%	+$573	0.03%	81
2025 Q3	$39.3K	Buy	+345	New	+$38.4K	0.03%	83
2025 Q1	$62.2K	Sell	622 -50,897	-99%	-$5.19M	0.05%	70
2024 Q4	$4.99M	Buy	+51,519	New	+$5.24M	4.46%	9

Other funds holding EFG

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

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

Collier Financial's EFG Position: Q2 2026 in Review

Collier Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.86% in Q2 2026, buying an estimated $362 and bringing the position to 353 shares worth $43.9K. The position accounts for 0.03% of the portfolio, ranked #83.

Collier Financial first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.99M in Q4 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Collier Financial held 353 shares of iShares MSCI EAFE Growth ETF worth $43.9K as of Q2 2026.
Collier Financial bought 3 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $362.
iShares MSCI EAFE Growth ETF made up 0.03% of Collier Financial's portfolio in Q2 2026, its #83 holding.
Collier Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
Collier Financial's iShares MSCI EAFE Growth ETF position peaked at $4.99M in Q4 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.