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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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 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. 584 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.
  • 584 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.