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

Summit Investment Advisory Services’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
2024
Q3 		– Sell
-5,087
Closed -$370K – 88
2024
Q2 		$370K Buy
5,087
+235
+5% +$17.3K 0.43% 35
2024
Q1 		$360K Buy
4,852
+1,269
+35% +$90.3K 0.21% 45
2023
Q4 		$252K Buy
3,583
+11
+0.3% +$725 0.16% 50
2023
Q3 		$230K Sell
3,572
-884
-20% -$59.2K 0.17% 47
2023
Q2 		$301K Buy
+4,456
New +$302K 0.2% 40

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Summit Investment Advisory Services's IEFA Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 5,087 shares — an estimated $370K sold.

Summit Investment Advisory Services first reported a position in IEFA in Q2 2023 and held it in 5 quarters. The position peaked at $370K in Q2 2024. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 5,087 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $370K.
  • Summit Investment Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and held it in 5 quarters.
  • Summit Investment Advisory Services's iShares Core MSCI EAFE ETF position peaked at $370K in Q2 2024.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.