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

Summit Financial Strategies’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,236
Closed -$202K – 180
2026
Q1 		$202K Sell
2,236
-138
-6% -$12.9K 0.02% 158
2025
Q4 		$212K Buy
+2,374
New +$210K 0.02% 151

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Summit Financial Strategies sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 2,236 shares — an estimated $202K sold.

Summit Financial Strategies first reported a position in IEFA in Q4 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Summit Financial Strategies reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 2,236 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $202K.
  • Summit Financial Strategies first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
  • Summit Financial Strategies's iShares Core MSCI EAFE ETF position peaked at $212K in Q4 2025.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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