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Syntegra Private Wealth Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Syntegra Private Wealth Group’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
2025
Q3 		– Sell
-2,973
Closed -$333K – 190
2025
Q2 		$333K Buy
2,973
+56
+2% +$5.91K 0.03% 142
2025
Q1 		$292K Sell
2,917
-1,843
-39% -$188K 0.03% 132
2024
Q4 		$461K Buy
4,760
+475
+11% +$48.3K 0.05% 87
2024
Q3 		$461K Sell
4,285
-343
-7% -$35.6K 0.05% 85
2024
Q2 		$473K Buy
4,628
+1,085
+31% +$111K 0.06% 76
2024
Q1 		$368K Sell
3,543
-187
-5% -$18.6K 0.05% 95
2023
Q4 		$361K Sell
3,730
-1,724
-32% -$154K 0.05% 88
2023
Q3 		$471K Sell
5,454
-951
-15% -$87.7K 0.07% 65
2023
Q2 		$611K Buy
6,405
+44
+0.7% +$4.19K 0.09% 61
2023
Q1 		$596K Buy
6,361
+2,170
+52% +$195K 0.11% 53
2022
Q4 		$351K Buy
+4,191
New +$339K 0.07% 77

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Syntegra Private Wealth Group's EFG Position: Q3 2025 in Review

Syntegra Private Wealth Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 2,973 shares — an estimated $333K sold.

Syntegra Private Wealth Group first reported a position in EFG in Q4 2022 and held it in 11 quarters. The position peaked at $611K in Q2 2023. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Syntegra Private Wealth Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 2,973 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $333K.
  • Syntegra Private Wealth Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 11 quarters.
  • Syntegra Private Wealth Group's iShares MSCI EAFE Growth ETF position peaked at $611K in Q2 2023.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2025, filed 16 Oct 2025.