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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$557K Buy
6,816
+91
+1% +$7.44K 0.46% 38
2025
Q1
$538K Hold
6,725
0.48% 36
2024
Q4
$511K Buy
+6,725
New +$511K 0.45% 31