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

Synovus Financial’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
2025 Q3	$368K	Buy	+5,421	New	+$357K	﹤0.01%	765
2021 Q3	–	Sell	-4,755	Closed	-$246K	–	835
2021 Q2	$246K	Buy	+4,755	New	+$251K	﹤0.01%	760
2020 Q2	–	Sell	-1,693	Closed	-$60K	–	1706
2020 Q1	$60K	Buy	+1,693	New	+$75.3K	﹤0.01%	1060
2018 Q2	–	Sell	-25	Closed	-$1K	–	1254
2018 Q1	$1K	Buy	+25	New	+$1.4K	﹤0.01%	1179
2017 Q3	–	Sell	-386	Closed	-$20K	–	607
2017 Q2	$20K	Buy	+386	New	+$20K	﹤0.01%	701
2017 Q1	–	Sell	-160	Closed	-$8K	–	1117
2016 Q4	$8K	Hold	160	–	–	﹤0.01%	943
2016 Q3	$7K	Hold	160	–	–	﹤0.01%	917
2016 Q2	$7K	Hold	160	–	–	﹤0.01%	880
2016 Q1	$7K	Hold	160	–	–	﹤0.01%	880
2015 Q4	$7K	Hold	160	–	–	﹤0.01%	885
2015 Q3	$7K	Hold	160	–	–	﹤0.01%	851
2015 Q2	$8K	Hold	160	–	–	﹤0.01%	866
2015 Q1	$9K	Hold	160	–	–	﹤0.01%	881
2014 Q4	$8K	Hold	160	–	–	﹤0.01%	897
2014 Q3	$9K	Buy	+160	New	+$9.13K	﹤0.01%	843

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Synovus Financial's EFV Position: Q3 2025 in Review

Synovus Financial opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2025: 5,421 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Synovus Financial previously reported a position in EFV as recently as Q2 2021.

Synovus Financial first reported a position in EFV in Q3 2014 and has held it in 15 quarters since. 1,116 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Synovus Financial held 5,421 shares of iShares MSCI EAFE Value ETF worth $368K as of Q3 2025.
iShares MSCI EAFE Value ETF was a new Synovus Financial position in Q3 2025.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Synovus Financial's portfolio in Q3 2025, its #765 holding.
Synovus Financial first reported a position in iShares MSCI EAFE Value ETF in Q3 2014 and has held it in 15 quarters since.
1,116 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.