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 Q2	$308K	Hold	2,473	–	–	0.22%	87
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 $424B AUM 22.96% 1-Year Est. Return

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Synergy Financial Group's EFG Position: Q2 2026 in Review

Synergy Financial Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,473 shares worth $308K. The position accounts for 0.22% of the portfolio, ranked #87.

Synergy Financial Group first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Synergy Financial Group held 2,473 shares of iShares MSCI EAFE Growth ETF worth $308K as of Q2 2026.
Synergy Financial Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.22% of Synergy Financial Group's portfolio in Q2 2026, its #87 holding.
Synergy Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.