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Symphony Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Symphony Financial’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
Q2 		$393K Buy
+3,788
New +$390K 0.04% 226
2024
Q4 		– Sell
-4,496
Closed -$377K – 229
2024
Q3 		$377K Hold
4,496
– – 0.06% 159
2024
Q2 		$352K Buy
4,496
+12
+0.3% +$951 0.06% 154
2024
Q1 		$358K Hold
4,484
– – 0.08% 140
2023
Q4 		$331K Buy
+4,484
New +$317K 0.07% 161

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Symphony Financial's EFA Position: Q2 2026 in Review

Symphony Financial opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 3,788 shares worth $393K. The stake represents 0.04% of the portfolio and ranks #226 among its holdings. This is a return to the name: Symphony Financial previously reported a position in EFA as recently as Q3 2024.

Symphony Financial first reported a position in EFA in Q4 2023 and has held it in 5 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Symphony Financial held 3,788 shares of iShares MSCI EAFE ETF worth $393K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Symphony Financial position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #226 holding.
  • Symphony Financial first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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