ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 919,400 Value ($000) $65,654 Avg Close — Range —
Q3 2025
Shares 904,110 Value ($000) $61,326 Avg Close — Range —
Q2 2025
Shares 903,671 Value ($000) $57,365 Avg Close — Range —
Q1 2025
Shares 898,509 Value ($000) $52,958 Avg Close — Range —
Q4 2024
Shares 882,022 Value ($000) $46,280 Avg Close — Range —
Q3 2024
Shares 848,519 Value ($000) $48,815 Avg Close — Range —
Q2 2024
Shares 837,531 Value ($000) $44,423 Avg Close — Range —
Q1 2024
Shares 813,258 Value ($000) $44,241 Avg Close — Range —
Q4 2023
Shares 825,665 Value ($000) $37,882 Avg Close — Range —
Q3 2023
Shares 808,715 Value ($000) $39,570 Avg Close — Range —
Q2 2023
Shares 806,530 Value ($000) $39,472 Avg Close — Range —
Q1 2023
Shares 802,606 Value ($000) $38,950 Avg Close — Range —
Q4 2022
Shares 825,665 Value ($000) $37,882 Avg Close — Range —
Q3 2022
Shares 902,488 Value ($000) $34,773 Avg Close — Range —
Q2 2022
Shares 903,232 Value ($000) $39,200 Avg Close — Range —
Q1 2022
Shares 870,936 Value ($000) $43,773 Avg Close — Range —
Q4 2021
Shares 857,329 Value ($000) $43,201 Avg Close — Range —
Q3 2021
Shares 833,518 Value ($000) $42,384 Avg Close — Range —
Q2 2021
Shares 821,966 Value ($000) $42,545 Avg Close — Range —
Q1 2021
Shares 782,173 Value ($000) $39,867 Avg Close — Range —
Q4 2020
Shares 765,733 Value ($000) $36,143 Avg Close — Range —
Q3 2020
Shares 407,768 Value ($000) $16,453 Avg Close — Range —
Q2 2020
Shares 209,941 Value ($000) $8,391 Avg Close — Range —