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 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 $374B AUM 17.66% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Frazier Financial Advisors's EFG Position: Q1 2026 in Review

Frazier Financial Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 493 shares worth $54.9K. The position accounts for 0.03% of the portfolio, ranked #175.

Frazier Financial Advisors first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $59K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Frazier Financial Advisors held 493 shares of iShares MSCI EAFE Growth ETF worth $54.9K as of Q1 2026.
Frazier Financial Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Frazier Financial Advisors's portfolio in Q1 2026, its #175 holding.
Frazier Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $59K in Q1 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.