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

SYM Financial Corp’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5M	Buy	108,747 +506	+0.5%	+$48.6K	0.84%	13
2026 Q1	$9.8M	Hold	108,241	–	–	0.98%	12
2025 Q4	$9.68M	Sell	108,241 -2,651	-2%	-$234K	0.99%	12
2025 Q3	$9.68M	Hold	110,892	–	–	1.04%	13
2025 Q2	$9.26M	Hold	110,892	–	–	1.04%	13
2025 Q1	$8.39M	Hold	110,892	–	–	1.03%	13
2024 Q4	$7.79M	Hold	110,892	–	–	1.01%	14
2024 Q3	$8.66M	Sell	110,892 -12	-0%	-$898	1.16%	10
2024 Q2	$8.06M	Sell	110,904 -303	-0.3%	-$22.3K	1.28%	10
2024 Q1	$8.25M	Sell	111,207 -29,173	-21%	-$2.08M	1.36%	10
2023 Q4	$9.88M	Sell	140,380 -59,650	-30%	-$3.93M	1.6%	10
2023 Q3	$12.9M	Buy	200,030 +275	+0.1%	+$18.4K	2.28%	11
2023 Q2	$13.5M	Buy	+199,755	New	+$13.5M	2.73%	9
2023 Q1	–	Sell	-452	Closed	-$27.9K	–	111
2022 Q4	$27.9K	Buy	+452	New	+$26.6K	0.01%	94
2022 Q2	–	Sell	-1,764	Closed	-$123K	–	121
2022 Q1	$123K	Buy	1,764 +201	+13%	+$14.2K	0.05%	65
2021 Q4	$117K	Hold	1,563	–	–	0.05%	66
2021 Q3	$116K	Buy	+1,563	New	+$119K	0.07%	61
2018 Q4	–	Sell	-4,638	Closed	-$297K	–	87
2018 Q3	$297K	Buy	+4,638	New	+$296K	0.17%	28

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

SYM Financial Corp increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.47% in Q2 2026, buying an estimated $48.6K and bringing the position to 108,747 shares worth $10.5M. The position accounts for 0.84% of the portfolio, ranked #13.

SYM Financial Corp first reported a position in IEFA in Q3 2018 and has held it in 18 quarters since. The position peaked at $13.5M in Q2 2023. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

SYM Financial Corp held 108,747 shares of iShares Core MSCI EAFE ETF worth $10.5M as of Q2 2026.
SYM Financial Corp bought 506 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $48.6K.
iShares Core MSCI EAFE ETF made up 0.84% of SYM Financial Corp's portfolio in Q2 2026, its #13 holding.
SYM Financial Corp first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 18 quarters since.
SYM Financial Corp's iShares Core MSCI EAFE ETF position peaked at $13.5M in Q2 2023.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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