EFG — ISHARES TR

Ownership history in SYM FINANCIAL Corp  ·  2 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES TR (EFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 15 -4 -21.1% 0.00% $2K $112.10
2021 Q3 INITIATED 19 — — 0.00% $2K $98.57
% of Fund (quarterly)    EFG price (monthly, adj. close)

Other funds also holding EFG

As of 2025 Q4 — sorted by position size

Covenant Partners, LLC 3Y 7Y 6.85% Financial Synergies Wealth Advisors, Inc. 5.34% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 5.04% Quent Capital, LLC 3Y 4.49% Shakespeare Wealth Management, LLC 3Y 7Y 4.43% Wakefield Asset Management LLLP 3Y 7Y 4.24% Meridian Wealth Partners, LLC 3Y 4.21% Kingdom Financial Group LLC. 4.21% HOWARD BAILEY SECURITIES, LLC 3.69% REGIMEN WEALTH, LLC 3Y 3.6%
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