Synergy Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Buy	+4,169	New	+$313K	0.23%	88

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

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

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

Synergy Financial Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 4,169 shares worth $310K. The stake represents 0.23% of the portfolio and ranks #88 among its holdings.

1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Synergy Financial Group held 4,169 shares of iShares MSCI EAFE Value ETF worth $310K as of Q1 2026.
iShares MSCI EAFE Value ETF was a new Synergy Financial Group position in Q1 2026.
iShares MSCI EAFE Value ETF made up 0.23% of Synergy Financial Group's portfolio in Q1 2026, its #88 holding.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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