Synergy Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Synergy Investment Management’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	$1.64M	Buy	13,189 +1,184	+10%	+$143K	0.4%	50
2026 Q1	$1.34M	Buy	12,005 +3,059	+34%	+$360K	0.44%	44
2025 Q4	$1.02M	Buy	8,946 +1,657	+23%	+$190K	0.36%	47
2025 Q3	$830K	Sell	7,289 -15,701	-68%	-$1.75M	0.32%	50
2025 Q2	$2.57M	Buy	22,990 +861	+4%	+$90.8K	1.55%	17
2025 Q1	$2.21M	Sell	22,129 -18,311	-45%	-$1.87M	0.92%	30
2024 Q4	$3.92M	Buy	+40,440	New	+$4.11M	1.68%	13

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 Investment Management's EFG Position: Q2 2026 in Review

Synergy Investment Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.9% in Q2 2026, buying an estimated $143K and bringing the position to 13,189 shares worth $1.64M. The position accounts for 0.4% of the portfolio, ranked #50.

Synergy Investment Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.92M in Q4 2024. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Synergy Investment Management held 13,189 shares of iShares MSCI EAFE Growth ETF worth $1.64M as of Q2 2026.
Synergy Investment Management bought 1,184 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $143K.
iShares MSCI EAFE Growth ETF made up 0.4% of Synergy Investment Management's portfolio in Q2 2026, its #50 holding.
Synergy Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Synergy Investment Management's iShares MSCI EAFE Growth ETF position peaked at $3.92M in Q4 2024.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.