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Syntegra Private Wealth Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Syntegra Private Wealth Group’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
2026
Q2 		– Sell
-3,845
Closed -$286K – 203
2026
Q1 		$286K Sell
3,845
-2,336
-38% -$176K 0.03% 154
2025
Q4 		$441K Sell
6,181
-618
-9% -$42.9K 0.04% 121
2025
Q3 		$461K Sell
6,799
-902
-12% -$59.4K 0.04% 113
2025
Q2 		$489K Buy
7,701
+2,261
+42% +$138K 0.05% 99
2025
Q1 		$321K Sell
5,440
-948
-15% -$53.6K 0.04% 122
2024
Q4 		$335K Sell
6,388
-316
-5% -$17.3K 0.04% 111
2024
Q3 		$386K Buy
+6,704
New +$370K 0.04% 103
2024
Q2 		– Sell
-5,870
Closed -$319K – 150
2024
Q1 		$319K Sell
5,870
-3,296
-36% -$172K 0.04% 106
2023
Q4 		$478K Buy
9,166
+124
+1% +$6.14K 0.07% 65
2023
Q3 		$442K Buy
9,042
+2,102
+30% +$104K 0.07% 73
2023
Q2 		$340K Sell
6,940
-81
-1% -$3.99K 0.05% 93
2023
Q1 		$341K Sell
7,021
-925
-12% -$44.8K 0.06% 89
2022
Q4 		$365K Buy
+7,946
New +$345K 0.07% 75

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Syntegra Private Wealth Group's EFV Position: Q2 2026 in Review

Syntegra Private Wealth Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 3,845 shares — an estimated $286K sold.

Syntegra Private Wealth Group first reported a position in EFV in Q4 2022 and held it in 13 quarters. The position peaked at $489K in Q2 2025. 382 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Syntegra Private Wealth Group reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 3,845 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $286K.
  • Syntegra Private Wealth Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 13 quarters.
  • Syntegra Private Wealth Group's iShares MSCI EAFE Value ETF position peaked at $489K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.