SSG
EFA icon

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
2024
Q1 		– Sell
-49,000
Closed -$3.69M – 585
2023
Q4 		$3.69M Buy
+49,000
New +$3.46M 0.33% 57
2023
Q2 		– Sell
-100,000
Closed -$7.15M – 938
2023
Q1 		$7.15M Sell
100,000
-100,000
-50% -$6.99M 0.59% 33
2022
Q4 		$13.1M Buy
+200,000
New +$12.5M 0.49% 46
2022
Q3 		– Sell
-2,200
Closed -$137K – 987
2022
Q2 		$137K Sell
2,200
-5,800
-73% -$395K 0.02% 360
2022
Q1 		$589K Sell
8,000
-18,700
-70% -$1.4M 0.07% 208
2021
Q4 		$2.1M Buy
26,700
+25,746
+2,699% +$2.04M 0.1% 158
2021
Q3 		$7.44M Sell
954
-171
-15% -$13.7K 0.58% 37
2021
Q2 		$8.87M Buy
+1,125
New +$89.4K 0.73% 26
2021
Q1 		– Sell
-47
Closed -$343K – 610
2020
Q4 		$343K Buy
+47
New +$3.21K 0.03% 431
2020
Q1 		– Sell
-1,123
Closed -$7.8M – 340
2019
Q4 		$7.8M Buy
1,123
+1,040
+1,253% +$70.2K 0.59% 39
2019
Q3 		$541K Hold
83
– – 0.05% 182
2019
Q2 		$545K Buy
+83
New +$5.43K 0.06% 198
2017
Q3 		– Sell
-202
Closed -$1.32M – 231
2017
Q2 		$1.32M Buy
+202
New +$13.1K 0.24% 51
2017
Q1 		– Sell
-112
Closed -$646K – 321
2016
Q4 		$646K Buy
+112
New +$6.46K 0.14% 130
2015
Q1 		– Sell
-183
Closed -$4K – 449
2014
Q4 		$4K Buy
183
+23
+14% +$1.44K ﹤0.01% 506
2014
Q3 		$7K Buy
160
+39
+32% +$2.6K ﹤0.01% 555
2014
Q2 		$5K Buy
+121
New +$8.29K ﹤0.01% 440
2013
Q4 		– Sell
-58
Closed -$1K – 543
2013
Q3 		$1K Sell
58
-11
-16% -$674 ﹤0.01% 371
2013
Q2 		$4K Buy
+69
New +$4.17K ﹤0.01% 414

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 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.