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 Q3	$10.5M	Sell	108,253 -494	-0.5%	-$48.8K	0.8%	14
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	$9.7M	Sell	108,241 -2,651	-2%	-$234K	0.99%	12
2025 Q3	$9.7M	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	$9.9M	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

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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

SYM Financial Corp reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.45% in Q3 2026, selling an estimated $48.8K and leaving 108,253 shares worth $10.5M. The position accounts for 0.8% of the portfolio, ranked #14.

SYM Financial Corp first reported a position in IEFA in Q3 2018 and has held it in 19 quarters since. The position peaked at $13.5M in Q2 2023. 1,435 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

SYM Financial Corp held 108,253 shares of iShares Core MSCI EAFE ETF worth $10.5M as of Q3 2026.
SYM Financial Corp sold 494 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $48.8K.
iShares Core MSCI EAFE ETF made up 0.8% of SYM Financial Corp's portfolio in Q3 2026, its #14 holding.
SYM Financial Corp first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 19 quarters since.
SYM Financial Corp's iShares Core MSCI EAFE ETF position peaked at $13.5M in Q2 2023.
1,435 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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