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iShares MSCI EAFE Value Index shares owned by Synergy Investment Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 58k 67.83
2025-06-30 $5.5M 87k 63.48
2025-03-31 $2.7M 46k 58.94
2024-12-31 $3.6M 68k 52.47

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
Ameriprise Financial
Park Avenue Securities
CWM
BlackRock
Alliancebernstein
Mml Investors Services
Cetera Investment Advisers
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index