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

Frazier Financial 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	$48.9K	Sell	393 -100	-20%	-$12.1K	0.02%	188
2026 Q1	$54.9K	Hold	493	–	–	0.03%	175
2025 Q4	$56.2K	Hold	493	–	–	0.03%	156
2025 Q3	$56.1K	Hold	493	–	–	0.03%	148
2025 Q2	$55.2K	Hold	493	–	–	0.04%	145
2025 Q1	$49.3K	Sell	493 -26	-5%	-$2.65K	0.04%	137
2024 Q4	$50.4K	Buy	519 +26	+5%	+$2.64K	0.04%	134
2024 Q3	$53.1K	Hold	493	–	–	0.04%	136
2024 Q2	$50.4K	Sell	493 -75	-13%	-$7.67K	0.04%	150
2024 Q1	$59K	Hold	568	–	–	0.05%	137
2023 Q4	$55K	Buy	+568	New	+$50.9K	0.05%	131

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

Frazier Financial Advisors's EFG Position: Q2 2026 in Review

Frazier Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 20% in Q2 2026, selling an estimated $12.1K and leaving 393 shares worth $48.9K. The position accounts for 0.02% of the portfolio, ranked #188.

Frazier Financial Advisors first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $59K in Q1 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Frazier Financial Advisors held 393 shares of iShares MSCI EAFE Growth ETF worth $48.9K as of Q2 2026.
Frazier Financial Advisors sold 100 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $12.1K.
iShares MSCI EAFE Growth ETF made up 0.02% of Frazier Financial Advisors's portfolio in Q2 2026, its #188 holding.
Frazier Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $59K in Q1 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.