SIM
EFG icon

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

Synergy Investment Management’s Portfolio EFG Stock Details EFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.57M Buy
22,990
+861
+4% +$96.4K 1.55% 17
2025
Q1 		$2.21M Sell
22,129
-18,311
-45% -$1.83M 0.92% 30
2024
Q4 		$3.92M Buy
+40,440
New +$3.92M 1.68% 13