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 Q3	$67.8K	Sell	653 -18	-3%	-$1.91K	0.01%	463
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

SYM Financial Corp's EFA Position: Q3 2026 in Review

SYM Financial Corp reduced its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q3 2026, selling an estimated $1.91K and leaving 653 shares worth $67.8K. The position accounts for 0.01% of the portfolio, ranked #463.

SYM Financial Corp first reported a position in EFA in Q4 2018 and has held it in 13 quarters since. The position peaked at $106K in Q4 2019. 1,442 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

SYM Financial Corp held 653 shares of iShares MSCI EAFE ETF worth $67.8K as of Q3 2026.
SYM Financial Corp sold 18 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.91K.
iShares MSCI EAFE ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #463 holding.
SYM Financial Corp first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 13 quarters since.
SYM Financial Corp's iShares MSCI EAFE ETF position peaked at $106K in Q4 2019.
1,442 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.