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Summit Wealth Group (Colorado)’s iShares MSCI EAFE ETF EFA Stock Holding History

Summit Wealth Group (Colorado)’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
2026
Q2 		$366K Buy
3,522
+1
+0% +$103 0.03% 269
2026
Q1 		$342K Sell
3,521
-20
-0.6% -$2K 0.04% 237
2025
Q4 		$340K Buy
+3,541
New +$336K 0.05% 195
2025
Q3 		– Sell
-3,435
Closed -$307K – 320
2025
Q2 		$307K Buy
+3,435
New +$293K 0.08% 175

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Summit Wealth Group (Colorado)'s EFA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares MSCI EAFE ETF (EFA) stake by 0.03% in Q2 2026, buying an estimated $103 and bringing the position to 3,522 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #269.

Summit Wealth Group (Colorado) first reported a position in EFA in Q2 2025 and has held it in 4 quarters since. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,522 shares of iShares MSCI EAFE ETF worth $366K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 1 iShares MSCI EAFE ETF share in Q2 2026, an estimated $103.
  • iShares MSCI EAFE ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #269 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.