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

Summit Investment Advisors’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
2025
Q2 		$557K Buy
6,816
+91
+1% +$7.22K 0.46% 38
2025
Q1 		$538K Hold
6,725
– – 0.48% 36
2024
Q4 		$511K Buy
+6,725
New +$496K 0.45% 31

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Summit Investment Advisors's IEFA Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q2 2025, buying an estimated $7.22K and bringing the position to 6,816 shares worth $557K. The position accounts for 0.46% of the portfolio, ranked #38.

Summit Investment Advisors first reported a position in IEFA in Q4 2024 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Summit Investment Advisors held 6,816 shares of iShares Core MSCI EAFE ETF worth $557K as of Q2 2025.
  • Summit Investment Advisors bought 91 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $7.22K.
  • iShares Core MSCI EAFE ETF made up 0.46% of Summit Investment Advisors's portfolio in Q2 2025, its #38 holding.
  • Summit Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.