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

Summit Financial’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 		$9.76M Buy
100,462
+1,844
+2% +$184K 0.12% 162
2025
Q4 		$9.47M Buy
98,618
+562
+0.6% +$53.3K 0.14% 134
2025
Q3 		$9.16M Buy
98,056
+2,501
+3% +$227K 0.14% 135
2025
Q2 		$8.54M Sell
95,555
-771
-0.8% -$65.8K 0.19% 94
2025
Q1 		$7.87M Buy
96,326
+69,411
+258% +$5.59M 0.22% 86
2024
Q4 		$2.04M Sell
26,915
-18,429
-41% -$1.46M 0.07% 212
2024
Q3 		$3.79M Buy
45,344
+2,395
+6% +$193K 0.15% 115
2024
Q2 		$3.36M Buy
42,949
+27,491
+178% +$2.18M 0.15% 106
2024
Q1 		$1.23M Buy
15,458
+11,799
+322% +$902K 0.07% 164
2023
Q4 		$276K Buy
3,659
+16
+0.4% +$1.13K 0.02% 303
2023
Q3 		$251K Buy
3,643
+367
+11% +$26.3K 0.02% 303
2023
Q2 		$238K Sell
3,276
-3
-0.1% -$218 0.02% 293
2023
Q1 		$235K Buy
3,279
+3
+0.1% +$210 0.02% 231
2022
Q4 		$215K Buy
+3,276
New +$205K 0.02% 231
2022
Q3 		– Sell
-6,300
Closed -$394K – 257
2022
Q2 		$394K Buy
+6,300
New +$429K 0.04% 171

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's EFA Position: Q1 2026 in Review

Summit Financial increased its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q1 2026, buying an estimated $184K and bringing the position to 100,462 shares worth $9.76M. The position accounts for 0.12% of the portfolio, ranked #162.

Summit Financial first reported a position in EFA in Q2 2022 and has held it in 15 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Summit Financial held 100,462 shares of iShares MSCI EAFE ETF worth $9.76M as of Q1 2026.
  • Summit Financial bought 1,844 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $184K.
  • iShares MSCI EAFE ETF made up 0.12% of Summit Financial's portfolio in Q1 2026, its #162 holding.
  • Summit Financial first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 15 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.