Synergy Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
Other funds holding IEFA
Synergy Asset Management's IEFA Position: Q1 2026 in Review
Synergy Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 113% in Q1 2026, buying an estimated $240K and bringing the position to 4,845 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #166.
Synergy Asset Management first reported a position in IEFA in Q4 2024 and has held it in 3 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Synergy Asset Management held 4,845 shares of iShares Core MSCI EAFE ETF worth $439K as of Q1 2026.
- Synergy Asset Management bought 2,574 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $240K.
- iShares Core MSCI EAFE ETF made up 0.05% of Synergy Asset Management's portfolio in Q1 2026, its #166 holding.
- Synergy Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.