Summit Securities Group’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.3K | Sell |
600
-9,300
| -94% | -$930K | 0.01% | 366 |
|
|
2025
Q4 | $951K | Buy |
+9,900
| New | +$939K | 0.12% | 138 |
|
|
2025
Q1 | – | Sell |
-72,000
| Closed | -$5.44M | – | 874 |
|
|
2024
Q4 | $5.44M | Buy |
+72,000
| New | +$5.7M | 1.12% | 22 |
|
|
2024
Q3 | – | Sell |
-20,100
| Closed | -$1.57M | – | 658 |
|
|
2024
Q2 | $1.57M | Buy |
+20,100
| New | +$1.59M | 0.3% | 47 |
|
|
2023
Q4 | – | Sell |
-800
| Closed | -$56.5K | – | 731 |
|
|
2023
Q3 | $55K | Sell |
800
-7,600
| -90% | -$544K | 0.01% | 262 |
|
|
2023
Q2 | $609K | Sell |
8,400
-110,000
| -93% | -$7.99M | 0.08% | 124 |
|
|
2023
Q1 | $8.47M | Buy |
118,400
+88,500
| +296% | +$6.19M | 0.7% | 28 |
|
|
2022
Q4 | $1.96M | Buy |
29,900
+10,800
| +57% | +$677K | 0.07% | 122 |
|
|
2022
Q3 | $1.07M | Sell |
19,100
-3,700
| -16% | -$231K | 0.08% | 159 |
|
|
2022
Q2 | $1.43M | Buy |
22,800
+21,450
| +1,589% | +$1.46M | 0.18% | 96 |
|
|
2022
Q1 | $99K | Buy |
+1,350
| New | +$101K | 0.01% | 505 |
|
|
2021
Q4 | – | Sell |
-3,300
| Closed | -$261K | – | 844 |
|
|
2021
Q3 | $257K | Sell |
3,300
-50,900
| -94% | -$4.07M | 0.02% | 570 |
|
|
2021
Q2 | $4.28M | Buy |
54,200
+48,600
| +868% | +$3.86M | 0.35% | 57 |
|
|
2021
Q1 | $425K | Sell |
5,600
-110,600
| -95% | -$8.33M | 0.05% | 358 |
|
|
2020
Q4 | $8.48M | Buy |
116,200
+111,100
| +2,178% | +$7.6M | 0.71% | 23 |
|
|
2020
Q3 | $325K | Hold |
5,100
| – | – | 0.03% | 271 |
|
|
2020
Q2 | $310K | Buy |
+5,100
| New | +$295K | 0.04% | 316 |
|
|
2020
Q1 | – | Sell |
-49,400
| Closed | -$3.14M | – | 339 |
|
|
2019
Q4 | $3.43M | Buy |
49,400
+41,400
| +518% | +$2.8M | 0.26% | 88 |
|
|
2019
Q3 | $522K | Sell |
8,000
-14,000
| -64% | -$902K | 0.05% | 188 |
|
|
2019
Q2 | $1.45M | Buy |
+22,000
| New | +$1.44M | 0.17% | 103 |
|
|
2019
Q1 | – | Sell |
-4,900
| Closed | -$288K | – | 245 |
|
|
2018
Q4 | $288K | Buy |
4,900
+1,300
| +36% | +$81.2K | 0.02% | 246 |
|
|
2018
Q3 | $245K | Sell |
3,600
-1,300
| -27% | -$87.8K | 0.09% | 135 |
|
|
2018
Q2 | $328K | Buy |
+4,900
| New | +$344K | 0.05% | 166 |
|
|
2018
Q1 | – | Sell |
-13,000
| Closed | -$914K | – | 173 |
|
|
2017
Q4 | $914K | Buy |
13,000
+9,900
| +319% | +$688K | 0.11% | 68 |
|
|
2017
Q3 | $212K | Sell |
3,100
-67,100
| -96% | -$4.49M | 0.04% | 191 |
|
|
2017
Q2 | $4.58M | Buy |
+70,200
| New | +$4.54M | 0.82% | 14 |
|
|
2017
Q1 | – | Sell |
-15,600
| Closed | -$901K | – | 320 |
|
|
2016
Q4 | $901K | Buy |
+15,600
| New | +$900K | 0.2% | 104 |
|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$235K | – | 200 |
|
|
2015
Q4 | $235K | Buy |
+4,000
| New | +$241K | 0.08% | 181 |
|
|
2015
Q2 | – | Sell |
-11
| Closed | -$1K | – | 502 |
|
|
2015
Q1 | $1K | Sell |
11
-14,420
| -100% | -$908K | ﹤0.01% | 349 |
|
|
2014
Q4 | $878K | Buy |
14,431
+8,531
| +145% | +$533K | 0.25% | 72 |
|
|
2014
Q3 | $378K | Sell |
5,900
-28,400
| -83% | -$1.89M | 0.11% | 138 |
|
|
2014
Q2 | $2.35M | Buy |
+34,300
| New | +$2.35M | 0.8% | 26 |
|
|
2014
Q1 | – | Sell |
-60,700
| Closed | -$4.07M | – | 450 |
|
|
2013
Q4 | $4.07M | Buy |
60,700
+54,900
| +947% | +$3.59M | 0.71% | 27 |
|
|
2013
Q3 | $370K | Sell |
5,800
-1,100
| -16% | -$67.4K | 0.13% | 81 |
|
|
2013
Q2 | $396K | Buy |
+6,900
| New | +$417K | 0.19% | 75 |
|
Other funds holding EFA
NMIMC
Summit Securities Group's EFA Position: Q1 2026 in Review
Summit Securities Group reduced its iShares MSCI EAFE ETF (EFA) stake by 94% in Q1 2026, selling an estimated $930K and leaving 600 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #366.
Summit Securities Group first reported a position in EFA in Q2 2013 and has held it in 35 quarters since. The position peaked at $8.48M in Q4 2020. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Summit Securities Group held 600 shares of iShares MSCI EAFE ETF worth $58.3K as of Q1 2026.
- Summit Securities Group sold 9,300 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $930K.
- iShares MSCI EAFE ETF made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #366 holding.
- Summit Securities Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 35 quarters since.
- Summit Securities Group's iShares MSCI EAFE ETF position peaked at $8.48M in Q4 2020.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.