SYM Financial Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

SYM Financial Corp’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	$32.4K	Hold	334	–	–	﹤0.01%	375
2025 Q4	$32.1K	Hold	334	–	–	﹤0.01%	373
2025 Q3	$31.2K	Hold	334	–	–	﹤0.01%	373
2025 Q2	$29.9K	Sell	334 -75	-18%	-$6.4K	﹤0.01%	375
2025 Q1	$33.4K	Sell	409 -198	-33%	-$16K	﹤0.01%	318
2024 Q4	$45.9K	Buy	607 +273	+82%	+$21.6K	0.01%	280
2024 Q3	$27.9K	Hold	334	–	–	﹤0.01%	237
2024 Q2	$26.2K	Buy	+334	New	+$26.5K	﹤0.01%	223
2022 Q3	–	Sell	-67	Closed	-$4K	–	104
2022 Q2	$4K	Buy	+67	New	+$4.56K	﹤0.01%	109
2020 Q1	–	Sell	-1,524	Closed	-$106K	–	75
2019 Q4	$106K	Buy	+1,524	New	+$103K	0.07%	58
2019 Q1	–	Sell	-119	Closed	-$7K	–	69
2018 Q4	$7K	Buy	+119	New	+$7.43K	﹤0.01%	77

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SYM Financial Corp's EFA Position: Q1 2026 in Review

SYM Financial Corp held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 334 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

SYM Financial Corp first reported a position in EFA in Q4 2018 and has held it in 11 quarters since. The position peaked at $106K in Q4 2019. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

SYM Financial Corp held 334 shares of iShares MSCI EAFE ETF worth $32.4K as of Q1 2026.
SYM Financial Corp left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #375 holding.
SYM Financial Corp first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 11 quarters since.
SYM Financial Corp's iShares MSCI EAFE ETF position peaked at $106K in Q4 2019.
2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.