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

Summit Wealth Partners’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 		$13.4M Sell
138,535
-3,143
-2% -$302K 1.91% 12
2026
Q1 		$12.8M Buy
141,678
+25
+0% +$2.33K 2.03% 13
2025
Q4 		$12.7M Sell
141,653
-642
-0.5% -$56.8K 2.34% 13
2025
Q3 		$12.4M Sell
142,295
-1,600
-1% -$136K 2.24% 13
2025
Q2 		$12M Sell
143,895
-1,100
-0.8% -$87.3K 2.29% 11
2025
Q1 		$11M Buy
144,995
+418
+0.3% +$31.3K 2.22% 11
2024
Q4 		$10.2M Sell
144,577
-248
-0.2% -$18.3K 2.09% 11
2024
Q3 		$11.3M Buy
144,825
+113
+0.1% +$8.46K 2.18% 11
2024
Q2 		$10.5M Sell
144,712
-5,400
-4% -$397K 2.18% 11
2024
Q1 		$11.1M Buy
150,112
+2,799
+2% +$199K 2.38% 11
2023
Q4 		$10.4M Sell
147,313
-258
-0.2% -$17K 2.41% 11
2023
Q3 		$9.5M Buy
147,571
+5,380
+4% +$360K 2.42% 12
2023
Q2 		$9.6M Sell
142,191
-760
-0.5% -$51.5K 2.41% 12
2023
Q1 		$9.56M Sell
142,951
-3,449
-2% -$226K 2.46% 11
2022
Q4 		$9.02M Sell
146,400
-6,026
-4% -$355K 2.39% 12
2022
Q3 		$8.03M Sell
152,426
-1,465
-1% -$86.1K 2.27% 13
2022
Q2 		$9.06M Sell
153,891
-14,772
-9% -$948K 2.42% 13
2022
Q1 		$11.7M Buy
168,663
+796
+0.5% +$56.3K 2.65% 12
2021
Q4 		$12.5M Buy
167,867
+5,487
+3% +$412K 2.69% 13
2021
Q3 		$12.1M Buy
162,380
+8,697
+6% +$662K 2.85% 12
2021
Q2 		$11.5M Buy
153,683
+8,882
+6% +$671K 2.75% 12
2021
Q1 		$10.4M Buy
144,801
+13,014
+10% +$930K 2.67% 13
2020
Q4 		$9.11M Buy
131,787
+17,280
+15% +$1.12M 2.48% 13
2020
Q3 		$6.9M Sell
114,507
-2,167
-2% -$131K 2.08% 15
2020
Q2 		$6.67M Sell
116,674
-3,817
-3% -$207K 2.15% 15
2020
Q1 		$6.01M Sell
120,491
-1,635
-1% -$97.3K 2.45% 14
2019
Q4 		$7.97M Buy
+122,126
New +$7.75M 2.76% 14

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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

Summit Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, selling an estimated $302K and leaving 138,535 shares worth $13.4M. The position accounts for 1.91% of the portfolio, ranked #12.

Summit Wealth Partners first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 1,415 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Summit Wealth Partners held 138,535 shares of iShares Core MSCI EAFE ETF worth $13.4M as of Q2 2026.
  • Summit Wealth Partners sold 3,143 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $302K.
  • iShares Core MSCI EAFE ETF made up 1.91% of Summit Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Summit Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,415 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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