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

Summit Global Investments’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 		$377K Sell
3,908
-117
-3% -$11.2K 0.02% 400
2026
Q1 		$364K Sell
4,025
-404
-9% -$37.7K 0.02% 388
2025
Q4 		$396K Sell
4,429
-568
-11% -$50.2K 0.02% 377
2025
Q3 		$436K Buy
4,997
+474
+10% +$40.3K 0.03% 325
2025
Q2 		$378K Sell
4,523
-311
-6% -$24.7K 0.02% 350
2025
Q1 		$366K Sell
4,834
-30,880
-86% -$2.31M 0.03% 340
2024
Q4 		$2.51M Sell
35,714
-77,682
-69% -$5.73M 0.16% 116
2024
Q3 		$8.85M Buy
113,396
+37,206
+49% +$2.79M 0.56% 42
2024
Q2 		$5.53M Sell
76,190
-12,131
-14% -$893K 0.37% 54
2024
Q1 		$6.55M Sell
88,321
-143,910
-62% -$10.2M 0.49% 49
2023
Q4 		$16.3M Buy
232,231
+18,425
+9% +$1.21M 1.07% 19
2023
Q3 		$13.8M Buy
213,806
+23,464
+12% +$1.57M 0.92% 24
2023
Q2 		$12.8M Buy
190,342
+24,111
+15% +$1.64M 0.85% 25
2023
Q1 		$11.1M Buy
166,231
+1,361
+0.8% +$89.2K 0.86% 22
2022
Q4 		$10.2M Buy
164,870
+10,723
+7% +$631K 0.86% 25
2022
Q3 		$8.12M Buy
154,147
+5,380
+4% +$316K 0.75% 32
2022
Q2 		$8.76M Sell
148,767
-12,635
-8% -$811K 0.77% 35
2022
Q1 		$11.2M Sell
161,402
-98,999
-38% -$7M 0.83% 31
2021
Q4 		$19.4M Buy
260,401
+65,233
+33% +$4.9M 1.25% 21
2021
Q3 		$14.5M Buy
+195,168
New +$14.8M 1.09% 23

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 Global Investments's IEFA Position: Q2 2026 in Review

Summit Global Investments reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, selling an estimated $11.2K and leaving 3,908 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #400.

Summit Global Investments first reported a position in IEFA in Q3 2021 and has held it in 20 quarters since. The position peaked at $19.4M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Summit Global Investments held 3,908 shares of iShares Core MSCI EAFE ETF worth $377K as of Q2 2026.
  • Summit Global Investments sold 117 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #400 holding.
  • Summit Global Investments first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • Summit Global Investments's iShares Core MSCI EAFE ETF position peaked at $19.4M in Q4 2021.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.