CG
EFA icon

Cynosure Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Cynosure Group’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
Q1 		$574K Sell
5,976
-26,765
-82% -$2.68M 0.07% 73
2025
Q4 		$340K Buy
32,741
+26,872
+458% +$2.55M 0.03% 387
2025
Q3 		$548K Buy
5,869
+8
+0.1% +$727 0.06% 153
2025
Q2 		$524K Sell
5,861
-2,851
-33% -$243K 0.06% 154
2025
Q1 		$712K Sell
8,712
-847
-9% -$68.3K 0.1% 102
2024
Q4 		$723K Buy
9,559
+100
+1% +$7.92K 0.11% 97
2024
Q3 		$791K Sell
9,459
-4,095
-30% -$329K 0.12% 95
2024
Q2 		$1.06M Sell
13,554
-2,390
-15% -$189K 0.17% 80
2024
Q1 		$1.27M Buy
15,944
+3,063
+24% +$234K 0.23% 55
2023
Q4 		$971K Buy
12,881
+884
+7% +$62.5K 0.17% 98
2023
Q3 		$827K Hold
11,997
– – 0.25% 80
2023
Q2 		$870K Sell
11,997
-480
-4% -$34.9K 0.26% 81
2023
Q1 		$892K Hold
12,477
– – 1.35% 21
2022
Q4 		$819K Buy
12,477
+50
+0.4% +$3.13K 0.85% 23
2022
Q3 		$696K Hold
12,427
– – 0.75% 23
2022
Q2 		$777K Buy
12,427
+289
+2% +$19.7K 0.76% 19
2022
Q1 		$893K Buy
12,138
+23
+0.2% +$1.72K 0.72% 21
2021
Q4 		$953K Buy
12,115
+187
+2% +$14.8K 0.72% 19
2021
Q3 		$930K Hold
11,928
– – 0.72% 20
2021
Q2 		$941K Sell
11,928
-4,356
-27% -$346K 0.73% 19
2021
Q1 		$1.24M Hold
16,284
– – 0.97% 17
2020
Q4 		$1.19M Hold
16,284
– – 1.01% 15
2020
Q3 		$1.04M Sell
16,284
-247
-1% -$15.8K 1.08% 12
2020
Q2 		$1.01M Hold
16,531
– – 1.18% 11
2020
Q1 		$884K Buy
16,531
+1,334
+9% +$84.7K 0.63% 24
2019
Q4 		$1.05M Hold
15,197
– – 0.56% 16
2019
Q3 		$991K Hold
15,197
– – 0.54% 16
2019
Q2 		$999K Hold
15,197
– – 0.46% 19
2019
Q1 		$986K Sell
15,197
-1,294
-8% -$81.5K 0.61% 11
2018
Q4 		$969K Buy
+16,491
New +$1.03M 0.57% 10

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cynosure Group's EFA Position: Q1 2026 in Review

Cynosure Group reduced its iShares MSCI EAFE ETF (EFA) stake by 82% in Q1 2026, selling an estimated $2.68M and leaving 5,976 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #73.

Cynosure Group first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.27M in Q1 2024. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Cynosure Group held 5,976 shares of iShares MSCI EAFE ETF worth $574K as of Q1 2026.
  • Cynosure Group sold 26,765 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2.68M.
  • iShares MSCI EAFE ETF made up 0.07% of Cynosure Group's portfolio in Q1 2026, its #73 holding.
  • Cynosure Group first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Cynosure Group's iShares MSCI EAFE ETF position peaked at $1.27M in Q1 2024.
  • 2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.