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Summit Investment Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Summit Investment Advisory Services’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$234K Hold
2,408
– – 0.09% 77
2025
Q4 		$231K Hold
2,408
– – 0.09% 78
2025
Q3 		$225K Hold
2,408
– – 0.09% 71
2025
Q2 		$215K Buy
+2,408
New +$206K 0.09% 66
2024
Q4 		– Sell
-2,408
Closed -$201K – 72
2024
Q3 		$201K Buy
+2,408
New +$194K 0.11% 68

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Investment Advisory Services's EFA Position: Q1 2026 in Review

Summit Investment Advisory Services held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,408 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #77.

Summit Investment Advisory Services first reported a position in EFA in Q3 2024 and has held it in 5 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Summit Investment Advisory Services held 2,408 shares of iShares MSCI EAFE ETF worth $234K as of Q1 2026.
  • Summit Investment Advisory Services left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.09% of Summit Investment Advisory Services's portfolio in Q1 2026, its #77 holding.
  • Summit Investment Advisory Services first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.