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

Cyndeo Wealth Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Buy
34,124
+3,956
+13% +$380K 0.16% 145
2026
Q1 		$2.73M Buy
30,168
+1,450
+5% +$135K 0.14% 147
2025
Q4 		$2.57M Buy
28,718
+794
+3% +$70.2K 0.14% 143
2025
Q3 		$2.44M Sell
27,924
-426
-2% -$36.2K 0.14% 150
2025
Q2 		$2.37M Buy
28,350
+1,075
+4% +$85.3K 0.14% 152
2025
Q1 		$2.06M Buy
27,275
+2,673
+11% +$200K 0.14% 159
2024
Q4 		$1.73M Buy
24,602
+1,850
+8% +$136K 0.12% 176
2024
Q3 		$1.78M Buy
22,752
+1,570
+7% +$118K 0.12% 173
2024
Q2 		$1.54M Buy
21,182
+3,060
+17% +$225K 0.12% 179
2024
Q1 		$1.35M Buy
18,122
+3,153
+21% +$224K 0.11% 180
2023
Q4 		$1.05M Buy
14,969
+2,569
+21% +$169K 0.1% 182
2023
Q3 		$798K Buy
12,400
+265
+2% +$17.7K 0.08% 189
2023
Q2 		$819K Sell
12,135
-227
-2% -$15.4K 0.09% 181
2023
Q1 		$826K Buy
12,362
+857
+7% +$56.2K 0.09% 185
2022
Q4 		$709K Buy
+11,505
New +$677K 0.08% 187

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, buying an estimated $380K and bringing the position to 34,124 shares worth $3.3M. The position accounts for 0.16% of the portfolio, ranked #145.

Cyndeo Wealth Partners first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 622 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Cyndeo Wealth Partners held 34,124 shares of iShares Core MSCI EAFE ETF worth $3.3M as of Q2 2026.
  • Cyndeo Wealth Partners bought 3,956 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $380K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 622 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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