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

Financial Synergies Wealth Advisors’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
Q3 		$6.5M Sell
67,122
-163
-0.2% -$16.1K 0.53% 28
2026
Q2 		$6.5M Buy
67,285
+751
+1% +$72.1K 0.55% 28
2026
Q1 		$6.02M Sell
66,534
-514
-0.8% -$48K 0.57% 25
2025
Q4 		$6M Buy
67,048
+136
+0.2% +$12K 0.58% 24
2025
Q3 		$5.84M Sell
66,912
-1,397
-2% -$119K 0.59% 21
2025
Q2 		$5.7M Buy
68,309
+14
+0% +$1.11K 0.62% 21
2025
Q1 		$5.17M Sell
68,295
-403
-0.6% -$30.1K 0.63% 23
2024
Q4 		$4.83M Buy
68,698
+2,379
+4% +$176K 0.6% 23
2024
Q3 		$5.18M Sell
66,319
-1,099
-2% -$82.3K 0.64% 22
2024
Q2 		$4.9M Sell
67,418
-1,432
-2% -$105K 0.66% 22
2024
Q1 		$5.11M Sell
68,850
-3,720
-5% -$265K 0.67% 23
2023
Q4 		$4.47M Buy
72,570
+2,134
+3% +$141K 0.69% 22
2023
Q3 		$4.53M Sell
70,436
-276
-0.4% -$18.5K 0.65% 23
2023
Q2 		$4.77M Sell
70,712
-100
-0.1% -$6.78K 0.67% 21
2023
Q1 		$4.73M Sell
70,812
-1,758
-2% -$115K 0.69% 21
2022
Q4 		$4.47M Buy
72,570
+53,838
+287% +$3.17M 0.69% 22
2022
Q3 		$987K Sell
18,732
-10,713
-36% -$630K 0.17% 40
2022
Q2 		$1.73M Buy
+29,445
New +$1.89M 0.28% 29
2020
Q4 		– Sell
-3,654
Closed -$220K – 60
2020
Q3 		$220K Sell
3,654
-2,437
-40% -$147K 0.06% 59
2020
Q2 		$348K Buy
+6,091
New +$330K 0.12% 39

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's IEFA Position: Q3 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.24% in Q3 2026, selling an estimated $16.1K and leaving 67,122 shares worth $6.5M. The position accounts for 0.53% of the portfolio, ranked #28.

Financial Synergies Wealth Advisors first reported a position in IEFA in Q2 2020 and has held it in 20 quarters since. 459 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Financial Synergies Wealth Advisors held 67,122 shares of iShares Core MSCI EAFE ETF worth $6.5M as of Q3 2026.
  • Financial Synergies Wealth Advisors sold 163 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $16.1K.
  • iShares Core MSCI EAFE ETF made up 0.53% of Financial Synergies Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Financial Synergies Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 20 quarters since.
  • 459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.