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

Symphony Financial’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 		$11.5M Buy
119,393
+9,238
+8% +$887K 1.26% 20
2026
Q1 		$9.89M Buy
110,155
+19,695
+22% +$1.84M 1.31% 23
2025
Q4 		$8.11M Sell
90,460
-118,408
-57% -$10.5M 1.09% 26
2025
Q3 		$18.5M Buy
208,868
+22,898
+12% +$1.95M 2.25% 9
2025
Q2 		$17.1M Buy
185,970
+26,633
+17% +$2.11M 2.24% 10
2025
Q1 		$11.9M Sell
159,337
-5,207
-3% -$389K 7.02% 3
2024
Q4 		$11.9M Buy
164,544
+9,357
+6% +$690K 1.87% 14
2024
Q3 		$12M Buy
155,187
+8,763
+6% +$656K 1.99% 12
2024
Q2 		$10.6M Buy
146,424
+75,200
+106% +$5.53M 1.94% 12
2024
Q1 		$5.29M Sell
71,224
-56,301
-44% -$4.01M 1.23% 24
2023
Q4 		$8.83M Sell
127,525
-217,421
-63% -$14.3M 1.9% 14
2023
Q3 		$22.1M Buy
344,946
+116,125
+51% +$7.78M 5.41% 2
2023
Q2 		$15.2M Buy
228,821
+59,351
+35% +$4.02M 3.74% 4
2023
Q1 		$11.3M Sell
169,470
-6,373
-4% -$418K 2.93% 6
2022
Q4 		$11.3M Buy
175,843
+41,289
+31% +$2.43M 2.99% 7
2022
Q3 		$7.11M Sell
134,554
-135,341
-50% -$7.96M 2.32% 7
2022
Q2 		$15.9M Sell
269,895
-40,583
-13% -$2.6M 4.69% 3
2022
Q1 		$20.8M Buy
310,478
+127,242
+69% +$9M 4.88% 2
2021
Q4 		$13.8M Buy
183,236
+63,859
+53% +$4.8M 3.82% 6
2021
Q3 		$8.89M Buy
119,377
+10,977
+10% +$835K 3.1% 8
2021
Q2 		$8.09M Sell
108,400
-9,051
-8% -$683K 2.75% 9
2021
Q1 		$11.6M Buy
117,451
+87,566
+293% +$6.26M 3.06% 9
2020
Q4 		$2.08M Buy
+29,885
New +$1.93M 0.75% 32

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symphony Financial's IEFA Position: Q2 2026 in Review

Symphony Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.4% in Q2 2026, buying an estimated $887K and bringing the position to 119,393 shares worth $11.5M. The position accounts for 1.26% of the portfolio, ranked #20.

Symphony Financial first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.1M in Q3 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Symphony Financial held 119,393 shares of iShares Core MSCI EAFE ETF worth $11.5M as of Q2 2026.
  • Symphony Financial bought 9,238 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $887K.
  • iShares Core MSCI EAFE ETF made up 1.26% of Symphony Financial's portfolio in Q2 2026, its #20 holding.
  • Symphony Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Symphony Financial's iShares Core MSCI EAFE ETF position peaked at $22.1M in Q3 2023.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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