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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.