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 Q2	$69.7K	Buy	671 +337	+101%	+$34.7K	0.01%	426
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

SYM Financial Corp's EFA Position: Q2 2026 in Review

SYM Financial Corp increased its iShares MSCI EAFE ETF (EFA) stake by 101% in Q2 2026, buying an estimated $34.7K and bringing the position to 671 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #426.

SYM Financial Corp first reported a position in EFA in Q4 2018 and has held it in 12 quarters since. The position peaked at $106K in Q4 2019. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

SYM Financial Corp held 671 shares of iShares MSCI EAFE ETF worth $69.7K as of Q2 2026.
SYM Financial Corp bought 337 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $34.7K.
iShares MSCI EAFE ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #426 holding.
SYM Financial Corp first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 12 quarters since.
SYM Financial Corp's iShares MSCI EAFE ETF position peaked at $106K in Q4 2019.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.