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Synergy Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.63M Sell
31,554
-23,850
-43% -$1.99M 1.59% 16
2025
Q1
$4.19M Sell
55,404
-38,539
-41% -$2.92M 1.75% 13
2024
Q4
$6.6M Buy
+93,943
New +$6.6M 2.84% 9