Financial Synergies Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Synergies Wealth Advisors’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	$3.06M	Sell	29,501 -10	-0%	-$1.03K	0.26%	36
2026 Q1	$2.87M	Sell	29,511 -163	-0.5%	-$16.3K	0.27%	36
2025 Q4	$2.85M	Sell	29,674 -68	-0.2%	-$6.45K	0.28%	34
2025 Q3	$2.78M	Sell	29,742 -451	-1%	-$41K	0.28%	33
2025 Q2	$2.7M	Buy	30,193 +415	+1%	+$35.4K	0.29%	32
2025 Q1	$2.43M	Sell	29,778 -247	-0.8%	-$19.9K	0.3%	31
2024 Q4	$2.27M	Buy	30,025 +1,462	+5%	+$116K	0.28%	31
2024 Q3	$2.39M	Sell	28,563 -212	-0.7%	-$17.1K	0.3%	29
2024 Q2	$2.25M	Buy	28,775 +226	+0.8%	+$17.9K	0.3%	29
2024 Q1	$2.28M	Sell	28,549 -3,728	-12%	-$285K	0.3%	31
2023 Q4	$2.12M	Buy	32,277 +3,666	+13%	+$259K	0.33%	31
2023 Q3	$1.97M	Sell	28,611 -237	-0.8%	-$17K	0.28%	29
2023 Q2	$2.09M	Sell	28,848 -991	-3%	-$72K	0.29%	30
2023 Q1	$2.13M	Sell	29,839 -2,438	-8%	-$171K	0.31%	31
2022 Q4	$2.12M	Buy	32,277 +79	+0.2%	+$4.95K	0.33%	31
2022 Q3	$1.8M	Buy	32,198 +74	+0.2%	+$4.61K	0.31%	28
2022 Q2	$2.01M	Sell	32,124 -1,204	-4%	-$81.9K	0.33%	26
2022 Q1	$2.45M	Sell	33,328 -1,184	-3%	-$88.6K	0.39%	24
2021 Q4	$2.72M	Buy	34,512 +356	+1%	+$28.2K	0.37%	24
2021 Q3	$2.66M	Sell	34,156 -201	-0.6%	-$16.1K	0.36%	22
2021 Q2	$2.71M	Buy	34,357 +1,222	+4%	+$97.1K	0.37%	22
2021 Q1	$2.51M	Sell	33,135 -228	-0.7%	-$17.2K	0.37%	24
2020 Q4	$2.43M	Sell	33,363 -96	-0.3%	-$6.57K	0.38%	24
2020 Q3	$2.13M	Sell	33,459 -15,004	-31%	-$960K	0.55%	25
2020 Q2	$2.95M	Buy	+48,463	New	+$2.8M	1%	16

Other funds holding EFA

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Synergies Wealth Advisors's EFA Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.03% in Q2 2026, selling an estimated $1.03K and leaving 29,501 shares worth $3.06M. The position accounts for 0.26% of the portfolio, ranked #36.

Financial Synergies Wealth Advisors first reported a position in EFA in Q2 2020 and has held it in 25 quarters since. 877 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Financial Synergies Wealth Advisors held 29,501 shares of iShares MSCI EAFE ETF worth $3.06M as of Q2 2026.
Financial Synergies Wealth Advisors sold 10 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.03K.
iShares MSCI EAFE ETF made up 0.26% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Financial Synergies Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
877 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.