Synergy Investment Management »

iShares MSCI EAFE Growth Index shares owned by Synergy Investment Management

Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in iShares MSCI EAFE Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Growth Index held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Growth Index by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 8.9k 113.92
2025-09-30 $830k 7.3k 113.88
2025-06-30 $2.6M 23k 112.00
2025-03-31 $2.2M 22k 100.00
2024-12-31 $3.9M 40k 96.83

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
State Street MF Closed and MF Open (SPTI)
Invesco S&p MF Closed and MF Open (SPHQ)
First Trust MF Closed and MF Open (UCON)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)
Ishares Gold Common Stock (IAU)

View all positions for Synergy Investment Management

Top funds holding iShares MSCI EAFE Growth Index

Jones Financial Companies, L.L
Envestnet Asset Management
LPL Financial
Park Avenue Securities
Us Bancorp
Pnc Financial Services
Wells Fargo & Company
FMR
Cetera Investment Advisers
UBS Group
Ameriprise Financial
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Tiaa Trust, National Association
Colony

View all funds holding iShares MSCI EAFE Growth Index