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Summit Trail Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Summit Trail Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.3M Buy
168,425
+3,395
+2% +$326K 0.2% 69
2026
Q1 		$14.9M Sell
165,030
-57,206
-26% -$5.34M 0.21% 59
2025
Q4 		$19.9M Sell
222,236
-9,771
-4% -$864K 0.34% 39
2025
Q3 		$20.3M Buy
232,007
+86,580
+60% +$7.36M 0.28% 41
2025
Q2 		$12.1M Buy
145,427
+29,934
+26% +$2.38M 0.21% 62
2025
Q1 		$8.74M Sell
115,493
-43,233
-27% -$3.23M 0.29% 36
2024
Q4 		$11.2M Buy
158,726
+106,099
+202% +$7.83M 0.41% 27
2024
Q3 		$4.11M Buy
52,627
+1,718
+3% +$129K 0.1% 88
2024
Q2 		$3.7M Buy
50,909
+260
+0.5% +$19.1K 0.1% 88
2024
Q1 		$3.76M Hold
50,649
– – 0.1% 80
2023
Q4 		$3.56M Hold
50,649
– – 0.12% 68
2023
Q3 		$3.26M Sell
50,649
-814
-2% -$54.5K 0.12% 68
2023
Q2 		$3.47M Buy
51,463
+962
+2% +$65.2K 0.13% 64
2023
Q1 		$3.38M Buy
50,501
+1,140
+2% +$74.7K 0.14% 61
2022
Q4 		$3.04M Sell
49,361
-854
-2% -$50.3K 0.14% 58
2022
Q3 		$2.65M Sell
50,215
-86,831
-63% -$5.11M 0.14% 58
2022
Q2 		$8.06M Buy
137,046
+32,477
+31% +$2.08M 0.5% 33
2022
Q1 		$7.27M Buy
104,569
+13,200
+14% +$934K 0.59% 37
2021
Q4 		$6.83M Buy
+91,369
New +$6.87M 0.44% 49
2020
Q2 		– Sell
-36,727
Closed -$1.83M – 175
2020
Q1 		$1.83M Buy
36,727
+33,500
+1,038% +$1.99M 0.49% 30
2019
Q4 		$211K Sell
3,227
-3,773
-54% -$239K 0.12% 67
2019
Q3 		$427K Buy
7,000
+3,217
+85% +$194K 0.15% 53
2019
Q2 		$232K Buy
+3,783
New +$232K 0.1% 66
2018
Q3 		– Sell
-3,492
Closed -$221K – 359
2018
Q2 		$221K Buy
+3,492
New +$231K 0.08% 130

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Summit Trail Advisors's IEFA Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q2 2026, buying an estimated $326K and bringing the position to 168,425 shares worth $16.3M. The position accounts for 0.2% of the portfolio, ranked #69.

Summit Trail Advisors first reported a position in IEFA in Q2 2018 and has held it in 24 quarters since. The position peaked at $20.3M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Summit Trail Advisors held 168,425 shares of iShares Core MSCI EAFE ETF worth $16.3M as of Q2 2026.
  • Summit Trail Advisors bought 3,395 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $326K.
  • iShares Core MSCI EAFE ETF made up 0.2% of Summit Trail Advisors's portfolio in Q2 2026, its #69 holding.
  • Summit Trail Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 24 quarters since.
  • Summit Trail Advisors's iShares Core MSCI EAFE ETF position peaked at $20.3M in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.