Summit Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Summit Financial’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.81M	Buy	22,609 +694	+3%	+$83.7K	0.03%	526
2026 Q1	$2.44M	Buy	21,915 +2,366	+12%	+$278K	0.03%	521
2025 Q4	$2.23M	Sell	19,549 -166	-0.8%	-$19K	0.03%	467
2025 Q3	$2.25M	Sell	19,715 -311	-2%	-$34.7K	0.03%	453
2025 Q2	$2.24M	Buy	20,026 +740	+4%	+$78.1K	0.05%	275
2025 Q1	$1.93M	Buy	19,286 +13,481	+232%	+$1.37M	0.05%	263
2024 Q4	$562K	Buy	5,805 +1,366	+31%	+$139K	0.02%	426
2024 Q3	$478K	Sell	4,439 -5	-0.1%	-$519	0.02%	382
2024 Q2	$455K	Buy	4,444 +2,317	+109%	+$237K	0.02%	343
2024 Q1	$221K	Buy	+2,127	New	+$212K	0.01%	360
2023 Q3	–	Sell	-3,036	Closed	-$290K	–	335
2023 Q2	$290K	Buy	+3,036	New	+$289K	0.02%	278

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Summit Financial's EFG Position: Q2 2026 in Review

Summit Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.2% in Q2 2026, buying an estimated $83.7K and bringing the position to 22,609 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #526.

Summit Financial first reported a position in EFG in Q2 2023 and has held it in 11 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Summit Financial held 22,609 shares of iShares MSCI EAFE Growth ETF worth $2.81M as of Q2 2026.
Summit Financial bought 694 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $83.7K.
iShares MSCI EAFE Growth ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #526 holding.
Summit Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 11 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.