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

Summit Wealth Group (Colorado)’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 		$812K Buy
8,409
+743
+10% +$71.4K 0.07% 151
2026
Q1 		$694K Buy
7,666
+792
+12% +$73.9K 0.07% 141
2025
Q4 		$615K Buy
+6,874
New +$608K 0.08% 126

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Summit Wealth Group (Colorado) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.7% in Q2 2026, buying an estimated $71.4K and bringing the position to 8,409 shares worth $812K. The position accounts for 0.07% of the portfolio, ranked #151.

Summit Wealth Group (Colorado) first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Summit Wealth Group (Colorado) held 8,409 shares of iShares Core MSCI EAFE ETF worth $812K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 743 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $71.4K.
  • iShares Core MSCI EAFE ETF made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #151 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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