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Cyndeo Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Cyndeo Wealth Partners’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Sell
13,117
-23
-0.2% -$2.37K 0.06% 227
2026
Q1 		$1.28M Buy
13,140
+276
+2% +$27.6K 0.07% 213
2025
Q4 		$1.24M Buy
12,864
+1,480
+13% +$140K 0.07% 216
2025
Q3 		$1.06M Buy
11,384
+174
+2% +$15.8K 0.06% 224
2025
Q2 		$1M Sell
11,210
-117
-1% -$9.99K 0.06% 230
2025
Q1 		$926K Sell
11,327
-292
-3% -$23.5K 0.06% 224
2024
Q4 		$878K Sell
11,619
-214
-2% -$16.9K 0.06% 230
2024
Q3 		$990K Buy
11,833
+202
+2% +$16.3K 0.07% 215
2024
Q2 		$911K Sell
11,631
-175
-1% -$13.9K 0.07% 219
2024
Q1 		$943K Sell
11,806
-59
-0.5% -$4.51K 0.08% 204
2023
Q4 		$894K Sell
11,865
-800
-6% -$56.5K 0.08% 195
2023
Q3 		$873K Sell
12,665
-1,896
-13% -$136K 0.09% 179
2023
Q2 		$1.06M Sell
14,561
-133
-0.9% -$9.66K 0.11% 163
2023
Q1 		$1.05M Buy
14,694
+175
+1% +$12.2K 0.11% 171
2022
Q4 		$953K Buy
+14,519
New +$910K 0.11% 171

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Cyndeo Wealth Partners's EFA Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.18% in Q2 2026, selling an estimated $2.37K and leaving 13,117 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #227.

Cyndeo Wealth Partners first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Cyndeo Wealth Partners held 13,117 shares of iShares MSCI EAFE ETF worth $1.36M as of Q2 2026.
  • Cyndeo Wealth Partners sold 23 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.37K.
  • iShares MSCI EAFE ETF made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #227 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.