Summit Securities Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Summit Securities Group’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
2023 Q1	–	Sell	-38,400	Closed	-$2.52M	–	937
2022 Q4	$2.52M	Buy	+38,400	New	+$2.41M	0.09%	106
2022 Q2	–	Sell	-15,000	Closed	-$1.1M	–	1019
2022 Q1	$1.1M	Sell	15,000 -413,500	-96%	-$30.9M	0.12%	133
2021 Q4	$33.7M	Buy	428,500 +427,050	+29,452%	+$33.8M	1.58%	7
2021 Q3	$11.3M	Buy	1,450 +450	+45%	+$36K	0.88%	19
2021 Q2	$7.89M	Buy	+1,000	New	+$79.4K	0.65%	30
2020 Q2	–	Sell	-75	Closed	-$401K	–	427
2020 Q1	$401K	Sell	75 -5,883	-99%	-$373K	0.07%	179
2019 Q4	$41.4M	Buy	5,958 +5,502	+1,207%	+$372K	3.13%	3
2019 Q3	$2.97M	Buy	+456	New	+$29.4K	0.26%	65
2019 Q1	–	Sell	-835	Closed	-$4.91M	–	244
2018 Q4	$4.91M	Buy	+835	New	+$52.1K	0.43%	41
2017 Q4	–	Sell	-729	Closed	-$4.99M	–	201
2017 Q3	$4.99M	Buy	729 +363	+99%	+$24.3K	0.85%	16
2017 Q2	$2.39M	Buy	+366	New	+$23.7K	0.43%	22

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Summit Securities Group's EFA Position: Q2 2026 in Review

Summit Securities Group increased its iShares MSCI EAFE ETF (EFA) stake by 117% in Q2 2026, buying an estimated $72K and bringing the position to 1,300 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #336.

Summit Securities Group first reported a position in EFA in Q2 2013 and has held it in 36 quarters since. The position peaked at $8.48M in Q4 2020. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Summit Securities Group held 1,300 shares of iShares MSCI EAFE ETF worth $135K as of Q2 2026.
Summit Securities Group bought 700 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $72K.
iShares MSCI EAFE ETF made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #336 holding.
Summit Securities Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 36 quarters since.
Summit Securities Group's iShares MSCI EAFE ETF position peaked at $8.48M in Q4 2020.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.