Physician Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Physician Wealth 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	$1.73M	Buy	13,869 +456	+3%	+$55K	0.21%	57
2026 Q1	$1.49M	Sell	13,413 -762	-5%	-$89.6K	0.21%	56
2025 Q4	$1.61M	Sell	14,175 -9,225	-39%	-$1.06M	0.22%	52
2025 Q3	$2.66M	Sell	23,400 -74,466	-76%	-$8.3M	0.38%	45
2025 Q2	$11M	Sell	97,866 -4,164	-4%	-$439K	1.72%	16
2025 Q1	$10.2M	Sell	102,030 -76,090	-43%	-$7.76M	1.76%	15
2024 Q4	$17.2M	Buy	178,120 +30,428	+21%	+$3.09M	2.91%	9
2024 Q3	$15.4M	Sell	147,692 -3,716	-2%	-$386K	2.78%	10
2024 Q2	$16M	Buy	151,408 +57,042	+60%	+$5.83M	2.95%	9
2024 Q1	$9.28M	Buy	94,366 +12,043	+15%	+$1.2M	1.95%	12
2023 Q4	$7.86M	Sell	82,323 -33,803	-29%	-$3.03M	1.76%	13
2023 Q3	$9.99M	Sell	116,126 -27,423	-19%	-$2.53M	2.57%	10
2023 Q2	$13.6M	Buy	143,549 +2,533	+2%	+$241K	3.38%	7
2023 Q1	$13.4M	Buy	141,016 +31,397	+29%	+$2.82M	3.52%	6
2022 Q4	$10M	Buy	109,619 +6,962	+7%	+$563K	2.7%	10
2022 Q3	$7.87M	Buy	102,657 +3,182	+3%	+$260K	2.42%	8
2022 Q2	$8.68M	Buy	99,475 +27,369	+38%	+$2.38M	2.51%	7
2022 Q1	$6.48M	Sell	72,106 -35,611	-33%	-$3.5M	1.72%	11
2021 Q4	$11.5M	Buy	107,717 +9,518	+10%	+$1.04M	3.02%	8
2021 Q3	$10.7M	Buy	98,199 +27,554	+39%	+$3.03M	2.94%	6
2021 Q2	$7.63M	Buy	70,645 +6,080	+9%	+$646K	2.19%	10
2021 Q1	$6.7M	Sell	64,565 -5,692	-8%	-$579K	2.18%	11
2020 Q4	$7.31M	Buy	70,257 +9,486	+16%	+$897K	2.49%	9
2020 Q3	$5.3M	Sell	60,771 -451	-0.7%	-$40K	2.13%	11
2020 Q2	$5.38M	Buy	61,222 +7,800	+15%	+$609K	2.17%	11
2020 Q1	$3.98M	Buy	+53,422	New	+$4.33M	1.99%	11

Other funds holding EFG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Physician Wealth Advisors's EFG Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.4% in Q2 2026, buying an estimated $55K and bringing the position to 13,869 shares worth $1.73M. The position accounts for 0.21% of the portfolio, ranked #57.

Physician Wealth Advisors first reported a position in EFG in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.2M in Q4 2024. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Physician Wealth Advisors held 13,869 shares of iShares MSCI EAFE Growth ETF worth $1.73M as of Q2 2026.
Physician Wealth Advisors bought 456 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $55K.
iShares MSCI EAFE Growth ETF made up 0.21% of Physician Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Physician Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and has held it in 26 quarters since.
Physician Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $17.2M in Q4 2024.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.