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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Summit Financial's EFG Position: Q1 2026 in Review

Summit Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q1 2026, buying an estimated $278K and bringing the position to 21,915 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #521.

Summit Financial first reported a position in EFG in Q2 2023 and has held it in 10 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Summit Financial held 21,915 shares of iShares MSCI EAFE Growth ETF worth $2.44M as of Q1 2026.
Summit Financial bought 2,366 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $278K.
iShares MSCI EAFE Growth ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #521 holding.
Summit Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 10 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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