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

Summit Financial’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 		$52.5M Sell
543,437
-22,787
-4% -$2.19M 0.58% 25
2026
Q1 		$51.3M Buy
566,224
+78,022
+16% +$7.28M 0.65% 22
2025
Q4 		$43.7M Sell
488,202
-28,111
-5% -$2.49M 0.64% 23
2025
Q3 		$45.1M Buy
516,313
+61,554
+14% +$5.23M 0.69% 21
2025
Q2 		$38M Buy
454,759
+134,086
+42% +$10.6M 0.86% 18
2025
Q1 		$24.3M Sell
320,673
-101,445
-24% -$7.59M 0.68% 29
2024
Q4 		$29.7M Buy
422,118
+78,353
+23% +$5.78M 1.04% 14
2024
Q3 		$26.8M Buy
343,765
+12,721
+4% +$952K 1.05% 16
2024
Q2 		$24M Buy
331,044
+275,035
+491% +$20.2M 1.1% 14
2024
Q1 		$4.16M Sell
56,009
-20,184
-26% -$1.44M 0.25% 51
2023
Q4 		$5.36M Sell
76,193
-355
-0.5% -$23.4K 0.35% 40
2023
Q3 		$4.93M Sell
76,548
-414
-0.5% -$27.7K 0.36% 40
2023
Q2 		$5.19M Sell
76,962
-700
-0.9% -$47.5K 0.38% 35
2023
Q1 		$5.19M Buy
77,662
+1,680
+2% +$110K 0.45% 25
2022
Q4 		$4.68M Sell
75,982
-33,834
-31% -$1.99M 0.44% 24
2022
Q3 		$5.78M Buy
109,816
+4,172
+4% +$245K 0.55% 22
2022
Q2 		$6.22M Sell
105,644
-7,312
-6% -$469K 0.58% 18
2022
Q1 		$7.85M Sell
112,956
-2,022
-2% -$143K 0.61% 18
2021
Q4 		$8.59M Sell
114,978
-2,047
-2% -$154K 0.66% 20
2021
Q3 		$8.69M Buy
117,025
+2,070
+2% +$157K 0.75% 20
2021
Q2 		$8.61M Buy
114,955
+18,453
+19% +$1.39M 0.85% 16
2021
Q1 		$6.95M Sell
96,502
-519
-0.5% -$37.1K 0.92% 8
2020
Q4 		$6.7M Buy
97,021
+48,477
+100% +$3.13M 0.94% 7
2020
Q3 		$2.93M Buy
48,544
+8,529
+21% +$514K 0.48% 8
2020
Q2 		$2.29M Buy
+40,015
New +$2.17M 0.41% 11
2019
Q2 		– Sell
-6,887
Closed -$419K – 49
2019
Q1 		$419K Buy
6,887
+41
+0.6% +$2.42K 0.07% 41
2018
Q4 		$377K Buy
+6,846
New +$402K 0.07% 41

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's IEFA Position: Q2 2026 in Review

Summit Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4% in Q2 2026, selling an estimated $2.19M and leaving 543,437 shares worth $52.5M. The position accounts for 0.58% of the portfolio, ranked #25.

Summit Financial first reported a position in IEFA in Q4 2018 and has held it in 27 quarters since. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Summit Financial held 543,437 shares of iShares Core MSCI EAFE ETF worth $52.5M as of Q2 2026.
  • Summit Financial sold 22,787 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.19M.
  • iShares Core MSCI EAFE ETF made up 0.58% of Summit Financial's portfolio in Q2 2026, its #25 holding.
  • Summit Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
  • 2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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