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Summit Financial Consulting’s iShares MSCI EAFE ETF EFA Stock Holding History

Summit Financial Consulting’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-75,995
Closed -$7.3M – 43
2025
Q4 		$7.3M Buy
75,995
+7,843
+12% +$744K 5.3% 9
2025
Q3 		$6.36M Buy
68,152
+42,356
+164% +$3.85M 5.08% 12
2025
Q2 		$2.31M Buy
+25,796
New +$2.2M 2.07% 9

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial Consulting's EFA Position: Q1 2026 in Review

Summit Financial Consulting sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 75,995 shares — an estimated $7.3M sold.

Summit Financial Consulting first reported a position in EFA in Q2 2025 and held it in 3 quarters. The position peaked at $7.3M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Summit Financial Consulting reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Consulting sold 75,995 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $7.3M.
  • Summit Financial Consulting first reported a position in iShares MSCI EAFE ETF in Q2 2025 and held it in 3 quarters.
  • Summit Financial Consulting's iShares MSCI EAFE ETF position peaked at $7.3M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.