Synergy Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Synergy Financial Group’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Hold	2,473	–	–	0.21%	94
2025 Q4	$282K	Hold	2,473	–	–	0.2%	91
2025 Q3	$282K	Hold	2,473	–	–	0.19%	92
2025 Q2	$277K	Hold	2,473	–	–	0.2%	93
2025 Q1	$247K	Hold	2,473	–	–	0.22%	94
2024 Q4	$239K	Hold	2,473	–	–	0.2%	88
2024 Q3	$266K	Hold	2,473	–	–	0.25%	76
2024 Q2	$253K	Hold	2,473	–	–	0.27%	71
2024 Q1	$257K	Buy	+2,473	New	+$246K	0.29%	68

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Synergy Financial Group's EFG Position: Q1 2026 in Review

Synergy Financial Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 2,473 shares worth $275K. The position accounts for 0.21% of the portfolio, ranked #94.

Synergy Financial Group first reported a position in EFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $282K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Synergy Financial Group held 2,473 shares of iShares MSCI EAFE Growth ETF worth $275K as of Q1 2026.
Synergy Financial Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.21% of Synergy Financial Group's portfolio in Q1 2026, its #94 holding.
Synergy Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 9 quarters since.
Synergy Financial Group's iShares MSCI EAFE Growth ETF position peaked at $282K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.