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Synergy Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Synergy Asset Management’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 		– Sell
-2,094
Closed -$203K – 290
2026
Q1 		$203K Buy
+2,094
New +$210K 0.02% 241
2025
Q1 		– Sell
-613
Closed -$51.3K – 272
2024
Q4 		$51.3K Buy
+613
New +$48.5K ﹤0.01% 273

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

Synergy Asset Management's EFA Position: Q2 2026 in Review

Synergy Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 2,094 shares — an estimated $203K sold.

Synergy Asset Management first reported a position in EFA in Q4 2024 and held it in 2 quarters. The position peaked at $203K in Q1 2026. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Synergy Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 2,094 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $203K.
  • Synergy Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Asset Management's iShares MSCI EAFE ETF position peaked at $203K in Q1 2026.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.