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

Cyndeo Wealth Partners’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 		$403K Buy
3,238
+780
+32% +$94.1K 0.02% 383
2026
Q1 		$274K Sell
2,458
-267
-10% -$31.4K 0.01% 420
2025
Q4 		$310K Sell
2,725
-12,909
-83% -$1.48M 0.02% 394
2025
Q3 		$1.78M Buy
15,634
+486
+3% +$54.2K 0.1% 178
2025
Q2 		$1.7M Buy
15,148
+274
+2% +$28.9K 0.1% 178
2025
Q1 		$1.49M Sell
14,874
-11,219
-43% -$1.14M 0.1% 184
2024
Q4 		$2.53M Buy
26,093
+6,144
+31% +$624K 0.17% 142
2024
Q3 		$2.15M Sell
19,949
-3,551
-15% -$368K 0.15% 157
2024
Q2 		$2.4M Buy
23,500
+12,041
+105% +$1.23M 0.19% 142
2024
Q1 		$1.19M Buy
11,459
+4,282
+60% +$426K 0.1% 187
2023
Q4 		$695K Buy
+7,177
New +$643K 0.06% 220

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 32% in Q2 2026, buying an estimated $94.1K and bringing the position to 3,238 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #383.

Cyndeo Wealth Partners first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q4 2024. 273 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Cyndeo Wealth Partners held 3,238 shares of iShares MSCI EAFE Growth ETF worth $403K as of Q2 2026.
  • Cyndeo Wealth Partners bought 780 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $94.1K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #383 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Cyndeo Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $2.53M in Q4 2024.
  • 273 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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