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

Synergy Asset Management’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	$468K	Hold	4,845	–	–	0.04%	166
2026 Q1	$439K	Buy	4,845 +2,574	+113%	+$240K	0.05%	166
2025 Q4	$203K	Buy	+2,271	New	+$201K	0.02%	220
2025 Q1	–	Sell	-10	Closed	-$781	–	422
2024 Q4	$781	Buy	+10	New	+$738	﹤0.01%	739

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Synergy Asset Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 4,845 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #166.

Synergy Asset Management first reported a position in IEFA in Q4 2024 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Synergy Asset Management held 4,845 shares of iShares Core MSCI EAFE ETF worth $468K as of Q2 2026.
Synergy Asset Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.04% of Synergy Asset Management's portfolio in Q2 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 4 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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