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

Synergy Investment Management’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31M	Sell	23,939 -730	-3%	-$70.1K	0.56%	40
2026 Q1	$2.23M	Buy	24,669 +160	+0.7%	+$14.9K	0.73%	37
2025 Q4	$2.19M	Sell	24,509 -1,074	-4%	-$95K	0.78%	31
2025 Q3	$2.23M	Sell	25,583 -5,971	-19%	-$507K	0.85%	33
2025 Q2	$2.63M	Sell	31,554 -23,850	-43%	-$1.89M	1.59%	16
2025 Q1	$4.19M	Sell	55,404 -38,539	-41%	-$2.88M	1.75%	13
2024 Q4	$6.6M	Buy	+93,943	New	+$6.93M	2.84%	9

Other funds holding IEFA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Synergy Investment Management's IEFA Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q2 2026, selling an estimated $70.1K and leaving 23,939 shares worth $2.31M. The position accounts for 0.56% of the portfolio, ranked #40.

Synergy Investment Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.6M in Q4 2024. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Synergy Investment Management held 23,939 shares of iShares Core MSCI EAFE ETF worth $2.31M as of Q2 2026.
Synergy Investment Management sold 730 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $70.1K.
iShares Core MSCI EAFE ETF made up 0.56% of Synergy Investment Management's portfolio in Q2 2026, its #40 holding.
Synergy Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Synergy Investment Management's iShares Core MSCI EAFE ETF position peaked at $6.6M in Q4 2024.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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