Cynosure Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cynosure Group’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	$212K	Sell	2,196 -12,385	-85%	-$1.19M	0.03%	179
2026 Q1	$1.32M	Sell	14,581 -3,059	-17%	-$286K	0.16%	50
2025 Q4	$1.58M	Sell	17,640 -22,740	-56%	-$2.01M	0.16%	52
2025 Q3	$3.53M	Hold	40,380	–	–	0.38%	35
2025 Q2	$3.37M	Buy	40,380 +156	+0.4%	+$12.4K	0.38%	34
2025 Q1	$3.04M	Buy	40,224 +2,612	+7%	+$195K	0.42%	32
2024 Q4	$2.64M	Sell	37,612 -6,551	-15%	-$483K	0.4%	34
2024 Q3	$3.45M	Buy	44,163 +5,592	+14%	+$419K	0.5%	33
2024 Q2	$2.8M	Buy	38,571 +7,613	+25%	+$560K	0.45%	35
2024 Q1	$2.3M	Sell	30,958 -2,613	-8%	-$186K	0.41%	35
2023 Q4	$2.54M	Sell	33,571 -19	-0.1%	-$1.25K	0.46%	53
2023 Q3	$2.16M	Buy	+33,590	New	+$2.25M	0.66%	44

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cynosure Group's IEFA Position: Q2 2026 in Review

Cynosure Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 85% in Q2 2026, selling an estimated $1.19M and leaving 2,196 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #179.

Cynosure Group first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.53M in Q3 2025. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cynosure Group held 2,196 shares of iShares Core MSCI EAFE ETF worth $212K as of Q2 2026.
Cynosure Group sold 12,385 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.19M.
iShares Core MSCI EAFE ETF made up 0.03% of Cynosure Group's portfolio in Q2 2026, its #179 holding.
Cynosure Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
Cynosure Group's iShares Core MSCI EAFE ETF position peaked at $3.53M in Q3 2025.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.