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Ishares Core Msci Eafe Etf core msci eafe shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Ishares Core Msci Eafe Etf core msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Core Msci Eafe Etf core msci eafe 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 Core Msci Eafe Etf core msci eafe by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 26k 87.31
2025-06-30 $2.6M 32k 83.48
2025-03-31 $4.2M 55k 75.65
2024-12-31 $6.6M 94k 70.28

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 Core Msci Eafe Etf core msci eafe

Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Asset Management
LPL Financial
Raymond James Financial
Us Bancorp
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
BlackRock
FMR
Goldman Sachs Group
UBS Group
Branch Banking & Trust Company
Jpmorgan Chase & Co

View all funds holding Ishares Core Msci Eafe Etf core msci eafe