Summit Trail Advisors’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
Q2 | $31.5M | Buy |
303,165
+5,406
| +2% | +$556K | 0.4% | 34 |
|
|
2026
Q1 | $28.9M | Sell |
297,759
-19,567
| -6% | -$1.96M | 0.41% | 32 |
|
|
2025
Q4 | $30.5M | Sell |
317,326
-74,793
| -19% | -$7.09M | 0.53% | 26 |
|
|
2025
Q3 | $36.6M | Buy |
392,119
+23,738
| +6% | +$2.16M | 0.51% | 29 |
|
|
2025
Q2 | $32.9M | Buy |
+368,381
| New | +$31.5M | 0.57% | 29 |
|
|
2024
Q4 | – | Sell |
-341,991
| Closed | -$28.6M | – | 506 |
|
|
2024
Q3 | $28.6M | Buy |
341,991
+60,685
| +22% | +$4.88M | 0.71% | 22 |
|
|
2024
Q2 | $22M | Buy |
281,306
+24,642
| +10% | +$1.95M | 0.58% | 24 |
|
|
2024
Q1 | $20.5M | Buy |
256,664
+20,817
| +9% | +$1.59M | 0.54% | 22 |
|
|
2023
Q4 | $17.8M | Sell |
235,847
-9,027
| -4% | -$638K | 0.59% | 24 |
|
|
2023
Q3 | $16.9M | Sell |
244,874
-6,549
| -3% | -$469K | 0.62% | 24 |
|
|
2023
Q2 | $18.2M | Sell |
251,423
-8,233
| -3% | -$598K | 0.69% | 22 |
|
|
2023
Q1 | $18.6M | Sell |
259,656
-75,912
| -23% | -$5.31M | 0.75% | 17 |
|
|
2022
Q4 | $22M | Sell |
335,568
-55,542
| -14% | -$3.48M | 0.98% | 14 |
|
|
2022
Q3 | $21.9M | Sell |
391,110
-81,930
| -17% | -$5.11M | 1.18% | 12 |
|
|
2022
Q2 | $29.6M | Buy |
473,040
+239,815
| +103% | +$16.3M | 1.83% | 9 |
|
|
2022
Q1 | $17.2M | Buy |
233,225
+135,707
| +139% | +$10.1M | 1.39% | 16 |
|
|
2021
Q4 | $7.69M | Buy |
97,518
+2,125
| +2% | +$168K | 0.5% | 44 |
|
|
2021
Q3 | $7.44M | Buy |
95,393
+84,511
| +777% | +$6.76M | 0.56% | 43 |
|
|
2021
Q2 | $858K | Buy |
10,882
+30
| +0.3% | +$2.38K | 0.08% | 111 |
|
|
2021
Q1 | $823K | Sell |
10,852
-1,671
| -13% | -$126K | 0.09% | 97 |
|
|
2020
Q4 | $914K | Sell |
12,523
-2,206
| -15% | -$151K | 0.12% | 80 |
|
|
2020
Q3 | $1.01M | Sell |
14,729
-528
| -3% | -$33.8K | 0.19% | 59 |
|
|
2020
Q2 | $929K | Sell |
15,257
-42,005
| -73% | -$2.43M | 0.17% | 55 |
|
|
2020
Q1 | $3.06M | Buy |
+57,262
| New | +$3.63M | 0.82% | 21 |
|
|
2019
Q4 | – | Sell |
-49,278
| Closed | -$3.21M | – | 82 |
|
|
2019
Q3 | $3.21M | Buy |
49,278
+1,227
| +3% | +$79.1K | 1.14% | 18 |
|
|
2019
Q2 | $3.16M | Buy |
48,051
+10,799
| +29% | +$707K | 1.38% | 16 |
|
|
2019
Q1 | $2.42M | Buy |
+37,252
| New | +$2.35M | 1.05% | 15 |
|
|
2018
Q2 | – | Sell |
-169,479
| Closed | -$7.52M | – | 533 |
|
|
2018
Q1 | $7.52M | Buy |
169,479
+33,744
| +25% | +$2.41M | 1.28% | 12 |
|
|
2017
Q4 | $10M | Buy |
+135,735
| New | +$9.44M | 1.27% | 12 |
|
Other funds holding EFA
Summit Trail Advisors's EFA Position: Q2 2026 in Review
Summit Trail Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q2 2026, buying an estimated $556K and bringing the position to 303,165 shares worth $31.5M. The position accounts for 0.4% of the portfolio, ranked #34.
Summit Trail Advisors first reported a position in EFA in Q4 2017 and has held it in 29 quarters since. The position peaked at $36.6M in Q3 2025. 2,275 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- Summit Trail Advisors held 303,165 shares of iShares MSCI EAFE ETF worth $31.5M as of Q2 2026.
- Summit Trail Advisors bought 5,406 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $556K.
- iShares MSCI EAFE ETF made up 0.4% of Summit Trail Advisors's portfolio in Q2 2026, its #34 holding.
- Summit Trail Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 29 quarters since.
- Summit Trail Advisors's iShares MSCI EAFE ETF position peaked at $36.6M in Q3 2025.
- 2,275 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.