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

Synergy Asset Management’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-207
Closed -$11.9K – 274
2024
Q4 		$11.9K Buy
+207
New +$11.9K ﹤0.01% 438
2023
Q4 		– Sell
-81,674
Closed -$4M – 147
2023
Q3 		$4M Buy
+81,674
New +$4M 0.79% 34