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

Summit Wealth Group’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
2023
Q2 		– Sell
-11,164
Closed – – 165
2023
Q1 		$0 Buy
+11,164
New +$732K ﹤0.01% 204
2021
Q3 		– Sell
-167
Closed -$13K – 135
2021
Q2 		$13K Hold
167
– – 0.02% 95
2021
Q1 		$12K Buy
+167
New +$11.9K 0.02% 95

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Summit Wealth Group's IEFA Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 11,164 shares.

Summit Wealth Group first reported a position in IEFA in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 11,164 iShares Core MSCI EAFE ETF shares in Q2 2023.
  • Summit Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's iShares Core MSCI EAFE ETF position peaked at $13K in Q2 2021.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.