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

Summit Financial Strategies’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
Q2 		$4.21M Sell
40,486
-8,405
-17% -$864K 0.3% 31
2026
Q1 		$4.75M Sell
48,891
-4,542
-9% -$454K 0.37% 26
2025
Q4 		$5.13M Sell
53,433
-2,128
-4% -$202K 0.42% 25
2025
Q3 		$5.19M Sell
55,561
-946
-2% -$86K 0.44% 24
2025
Q2 		$5.05M Sell
56,507
-1,641
-3% -$140K 0.47% 23
2025
Q1 		$4.75M Sell
58,148
-3,265
-5% -$263K 0.48% 24
2024
Q4 		$4.64M Sell
61,413
-372
-0.6% -$29.5K 0.51% 23
2024
Q3 		$5.17M Sell
61,785
-2,066
-3% -$166K 0.58% 21
2024
Q2 		$5M Sell
63,851
-1,548
-2% -$123K 0.62% 21
2024
Q1 		$5.22M Sell
65,399
-699
-1% -$53.5K 0.73% 20
2023
Q4 		$4.98M Buy
66,098
+1,130
+2% +$79.9K 0.76% 18
2023
Q3 		$4.48M Sell
64,968
-509
-0.8% -$36.5K 0.85% 16
2023
Q2 		$4.75M Sell
65,477
-2,432
-4% -$177K 0.89% 16
2023
Q1 		$4.86M Sell
67,909
-1,040
-2% -$72.7K 0.96% 15
2022
Q4 		$4.53M Sell
68,949
-21,172
-23% -$1.33M 0.97% 14
2022
Q3 		$5.05M Sell
90,121
-150,357
-63% -$9.37M 1.2% 14
2022
Q2 		$15M Sell
240,478
-3,174
-1% -$216K 3.52% 11
2022
Q1 		$17.9M Buy
243,652
+610
+0.3% +$45.6K 3.61% 11
2021
Q4 		$19.1M Buy
243,042
+4,686
+2% +$371K 3.69% 11
2021
Q3 		$18.6M Buy
238,356
+10,490
+5% +$839K 3.55% 11
2021
Q2 		$18M Buy
227,866
+46,640
+26% +$3.71M 3.56% 11
2021
Q1 		$13.8M Buy
181,226
+4,757
+3% +$358K 4.92% 9
2020
Q4 		$12.9M Sell
176,469
-2,000
-1% -$137K 4.42% 9
2020
Q3 		$11.4M Sell
178,469
-1,461
-0.8% -$93.5K 4.63% 8
2020
Q2 		$11M Sell
179,930
-6,670
-4% -$386K 4.87% 8
2020
Q1 		$9.98M Buy
186,600
+16,954
+10% +$1.08M 5.41% 7
2019
Q4 		$11.8M Sell
169,646
-3,727
-2% -$252K 5.76% 7
2019
Q3 		$11.3M Sell
173,373
-2,007
-1% -$129K 5.43% 8
2019
Q2 		$11.5M Buy
175,380
+829
+0.5% +$54.3K 5.6% 8
2019
Q1 		$11.3M Buy
174,551
+1,906
+1% +$120K 5.74% 8
2018
Q4 		$10.1M Buy
172,645
+11,257
+7% +$703K 5.69% 8
2018
Q3 		$11M Buy
161,388
+5,534
+4% +$374K 5% 9
2018
Q2 		$10.4M Buy
155,854
+938
+0.6% +$65.8K 5.07% 9
2018
Q1 		$10.8M Sell
154,916
-2,938
-2% -$209K 5.59% 7
2017
Q4 		$11.1M Sell
157,854
-2,359
-1% -$164K 5.81% 7
2017
Q3 		$11M Sell
160,213
-3,814
-2% -$255K 6.33% 7
2017
Q2 		$10.7M Buy
164,027
+62
+0% +$4.01K 6.45% 7
2017
Q1 		$10.2M Buy
163,965
+1,524
+0.9% +$92.1K 7.47% 6
2016
Q4 		$9.38M Sell
162,441
-2,272
-1% -$131K 6.41% 7
2016
Q3 		$9.74M Buy
164,713
+2,539
+2% +$147K 6.83% 7
2016
Q2 		$9.05M Buy
162,174
+3,164
+2% +$182K 6.72% 7
2016
Q1 		$9.09M Buy
159,010
+12,909
+9% +$711K 6.65% 7
2015
Q4 		$8.58M Sell
146,101
-182
-0.1% -$11K 6.68% 7
2015
Q3 		$8.38M Sell
146,283
-1,175
-0.8% -$72.5K 6.96% 7
2015
Q2 		$9.36M Sell
147,458
-4,319
-3% -$288K 7.3% 6
2015
Q1 		$9.74M Buy
151,777
+5,998
+4% +$378K 7.85% 6
2014
Q4 		$8.87M Buy
+145,779
New +$9.1M 7.18% 6

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Summit Financial Strategies's EFA Position: Q2 2026 in Review

Summit Financial Strategies reduced its iShares MSCI EAFE ETF (EFA) stake by 17% in Q2 2026, selling an estimated $864K and leaving 40,486 shares worth $4.21M. The position accounts for 0.3% of the portfolio, ranked #31.

Summit Financial Strategies first reported a position in EFA in Q4 2014 and has held it in 47 quarters since. The position peaked at $19.1M in Q4 2021. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Summit Financial Strategies held 40,486 shares of iShares MSCI EAFE ETF worth $4.21M as of Q2 2026.
  • Summit Financial Strategies sold 8,405 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $864K.
  • iShares MSCI EAFE ETF made up 0.3% of Summit Financial Strategies's portfolio in Q2 2026, its #31 holding.
  • Summit Financial Strategies first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Strategies's iShares MSCI EAFE ETF position peaked at $19.1M in Q4 2021.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.