SYM Financial Corp
EFV icon

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
Q3 		$28.6K Hold
724
– – ﹤0.01% 488
2026
Q2 		$27.7K Hold
724
– – ﹤0.01% 454
2026
Q1 		$26.9K Hold
724
– – ﹤0.01% 382
2025
Q4 		$25.8K Buy
+724
New +$25.2K ﹤0.01% 385
2025
Q1 		– Sell
-46
Closed -$1.21K – 363
2024
Q4 		$1.21K Buy
+46
New +$1.26K ﹤0.01% 329
2023
Q4 		– Sell
-328
Closed -$8.02K – 186
2023
Q3 		$8.02K Buy
+328
New +$8.12K ﹤0.01% 163
2023
Q1 		– Sell
-950
Closed -$21.8K – 108
2022
Q4 		$21.8K Sell
950
-130,482
-99% -$2.83M 0.01% 99
2022
Q3 		$2.53M Buy
131,432
+61,248
+87% +$1.31M 1.23% 11
2022
Q2 		$1.52M Buy
70,184
+66,228
+1,674% +$1.58M 0.72% 16
2022
Q1 		$99K Sell
3,956
-1,950
-33% -$49.6K 0.04% 69
2021
Q4 		$149K Buy
5,906
+1,858
+46% +$47.4K 0.06% 61
2021
Q3 		$103K Buy
4,048
+92
+2% +$2.38K 0.06% 67
2021
Q2 		$102K Sell
3,956
-1,122
-22% -$29.7K 0.06% 56
2021
Q1 		$129K Sell
5,078
-606
-11% -$15.1K 0.07% 54
2020
Q4 		$134K Hold
5,684
– – 0.1% 49
2020
Q3 		$115K Hold
5,684
– – 0.09% 43
2020
Q2 		$114K Buy
5,684
+2,114
+59% +$40.3K 0.09% 38
2020
Q1 		$64K Sell
3,570
-400
-10% -$8.9K 0.06% 52
2019
Q4 		$99K Buy
3,970
+3,560
+868% +$87.3K 0.07% 60
2019
Q3 		$10K Sell
410
-6,180
-94% -$144K 0.01% 65
2019
Q2 		$158K Buy
6,590
+6,180
+1,507% +$151K 0.1% 41
2019
Q1 		$10K Sell
410
-11,000
-96% -$265K 0.01% 66
2018
Q4 		$258K Buy
11,410
+11,130
+3,975% +$268K 0.1% 31
2018
Q3 		$7K Hold
280
– – ﹤0.01% 79
2018
Q2 		$7K Buy
+280
New +$7.65K ﹤0.01% 64

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

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

SYM Financial Corp held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 724 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

SYM Financial Corp first reported a position in EFV in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.53M in Q3 2022. 788 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • SYM Financial Corp held 724 shares of iShares MSCI EAFE Value ETF worth $28.6K as of Q3 2026.
  • SYM Financial Corp left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #488 holding.
  • SYM Financial Corp first reported a position in iShares MSCI EAFE Value ETF in Q2 2018 and has held it in 25 quarters since.
  • SYM Financial Corp's iShares MSCI EAFE Value ETF position peaked at $2.53M in Q3 2022.
  • 788 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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