Summit Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Summit Wealth Partners’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	$1.01M	Buy	9,757 +530	+6%	+$54.5K	0.14%	106
2026 Q1	$896K	Buy	9,227 +6,130	+198%	+$613K	0.14%	110
2025 Q4	$297K	Hold	3,097	–	–	0.05%	168
2025 Q3	$289K	Hold	3,097	–	–	0.05%	181
2025 Q2	$277K	Hold	3,097	–	–	0.05%	184
2025 Q1	$253K	Hold	3,097	–	–	0.05%	185
2024 Q4	$234K	Hold	3,097	–	–	0.05%	185
2024 Q3	$259K	Buy	3,097 +3	+0.1%	+$241	0.05%	206
2024 Q2	$242K	Hold	3,094	–	–	0.05%	201
2024 Q1	$247K	Hold	3,094	–	–	0.05%	200
2023 Q4	$233K	Buy	3,094 +165	+6%	+$11.7K	0.05%	192
2023 Q3	$202K	Hold	2,929	–	–	0.05%	179
2023 Q2	$212K	Sell	2,929 -2	-0.1%	-$145	0.05%	175
2023 Q1	$210K	Buy	+2,931	New	+$205K	0.05%	178
2022 Q2	–	Sell	-2,946	Closed	-$217K	–	166
2022 Q1	$217K	Hold	2,946	–	–	0.05%	156
2021 Q4	$232K	Sell	2,946 -187	-6%	-$14.8K	0.05%	144
2021 Q3	$244K	Hold	3,133	–	–	0.06%	137
2021 Q2	$247K	Hold	3,133	–	–	0.06%	141
2021 Q1	$238K	Buy	3,133 +329	+12%	+$24.8K	0.06%	137
2020 Q4	$205K	Buy	+2,804	New	+$192K	0.06%	140
2020 Q3	–	Sell	-3,390	Closed	-$206K	–	150
2020 Q2	$206K	Buy	+3,390	New	+$196K	0.07%	141

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Summit Wealth Partners's EFA Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 5.7% in Q2 2026, buying an estimated $54.5K and bringing the position to 9,757 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #106.

Summit Wealth Partners first reported a position in EFA in Q2 2020 and has held it in 21 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Summit Wealth Partners held 9,757 shares of iShares MSCI EAFE ETF worth $1.01M as of Q2 2026.
Summit Wealth Partners bought 530 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $54.5K.
iShares MSCI EAFE ETF made up 0.14% of Summit Wealth Partners's portfolio in Q2 2026, its #106 holding.
Summit Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 21 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.