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

SYM Financial Corp’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7K Hold
362
– – ﹤0.01% 454
2026
Q1 		$26.9K Hold
362
– – ﹤0.01% 382
2025
Q4 		$25.9K Buy
+362
New +$25.2K ﹤0.01% 385
2025
Q1 		– Sell
-23
Closed -$1.21K – 363
2024
Q4 		$1.21K Buy
+23
New +$1.26K ﹤0.01% 329
2023
Q4 		– Sell
-164
Closed -$8.03K – 186
2023
Q3 		$8.03K Buy
+164
New +$8.12K ﹤0.01% 163
2023
Q1 		– Sell
-475
Closed -$21.8K – 108
2022
Q4 		$21.8K Sell
475
-65,241
-99% -$2.83M 0.01% 99
2022
Q3 		$2.53M Buy
65,716
+30,624
+87% +$1.31M 1.23% 11
2022
Q2 		$1.52M Buy
35,092
+33,114
+1,674% +$1.58M 0.72% 16
2022
Q1 		$99K Sell
1,978
-975
-33% -$49.6K 0.04% 69
2021
Q4 		$149K Buy
2,953
+929
+46% +$47.4K 0.06% 61
2021
Q3 		$103K Buy
2,024
+46
+2% +$2.38K 0.06% 67
2021
Q2 		$102K Sell
1,978
-561
-22% -$29.7K 0.06% 56
2021
Q1 		$129K Sell
2,539
-303
-11% -$15.1K 0.07% 54
2020
Q4 		$134K Hold
2,842
– – 0.1% 49
2020
Q3 		$115K Hold
2,842
– – 0.09% 43
2020
Q2 		$114K Buy
2,842
+1,057
+59% +$40.3K 0.09% 38
2020
Q1 		$64K Sell
1,785
-200
-10% -$8.9K 0.06% 52
2019
Q4 		$99K Buy
1,985
+1,780
+868% +$87.3K 0.07% 60
2019
Q3 		$10K Sell
205
-3,090
-94% -$144K 0.01% 65
2019
Q2 		$158K Buy
3,295
+3,090
+1,507% +$151K 0.1% 41
2019
Q1 		$10K Sell
205
-5,500
-96% -$265K 0.01% 66
2018
Q4 		$258K Buy
5,705
+5,565
+3,975% +$268K 0.1% 31
2018
Q3 		$7K Hold
140
– – ﹤0.01% 79
2018
Q2 		$7K Buy
+140
New +$7.64K ﹤0.01% 64

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SYM Financial Corp held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 362 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

SYM Financial Corp first reported a position in EFV in Q2 2018 and has held it in 24 quarters since. The position peaked at $2.53M in Q3 2022. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • SYM Financial Corp held 362 shares of iShares MSCI EAFE Value ETF worth $27.7K as of Q2 2026.
  • SYM Financial Corp left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #454 holding.
  • SYM Financial Corp first reported a position in iShares MSCI EAFE Value ETF in Q2 2018 and has held it in 24 quarters since.
  • SYM Financial Corp's iShares MSCI EAFE Value ETF position peaked at $2.53M in Q3 2022.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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