Summit Wealth & Retirement Planning
EFA icon

Summit Wealth & Retirement Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Summit Wealth & Retirement Planning’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
Q3 		$8.75M Sell
84,179
-1,852
-2% -$196K 1.77% 13
2026
Q2 		$8.94M Sell
86,031
-3,897
-4% -$401K 1.89% 13
2026
Q1 		$8.73M Sell
89,928
-7,939
-8% -$794K 2.08% 12
2025
Q4 		$9.4M Sell
97,867
-284
-0.3% -$26.9K 2.21% 11
2025
Q3 		$9.16M Sell
98,151
-355
-0.4% -$32.3K 2.25% 11
2025
Q2 		$8.81M Sell
98,506
-8,799
-8% -$751K 2.36% 11
2025
Q1 		$8.77M Sell
107,305
-350
-0.3% -$28.2K 2.69% 11
2024
Q4 		$8.14M Sell
107,655
-1,113
-1% -$88.1K 2.52% 11
2024
Q3 		$9.1M Sell
108,768
-378
-0.3% -$30.4K 2.9% 11
2024
Q2 		$8.55M Buy
109,146
+837
+0.8% +$66.3K 2.91% 11
2024
Q1 		$8.65M Sell
108,309
-1,850
-2% -$141K 3.08% 11
2023
Q4 		$8.3M Sell
110,159
-1,095
-1% -$77.4K 3.51% 10
2023
Q3 		$7.67M Sell
111,254
-325
-0.3% -$23.3K 3.08% 11
2023
Q2 		$8.09M Sell
111,579
-4,828
-4% -$351K 3.18% 11
2023
Q1 		$8.33M Buy
116,407
+13,753
+13% +$962K 3.11% 11
2022
Q4 		$6.74M Sell
102,654
-1,890
-2% -$118K 2.74% 12
2022
Q3 		$5.86M Sell
104,544
-2,353
-2% -$147K 2.33% 13
2022
Q2 		$6.68M Buy
106,897
+10,246
+11% +$697K 2.56% 11
2022
Q1 		$7.11M Buy
96,651
+3,322
+4% +$248K 2.51% 11
2021
Q4 		$7.34M Sell
93,329
-2,383
-2% -$189K 2.51% 12
2021
Q3 		$7.47M Buy
95,712
+12,580
+15% +$1.01M 2.73% 12
2021
Q2 		$6.56M Buy
83,132
+999
+1% +$79.4K 2.43% 13
2021
Q1 		$6.23M Buy
82,133
+3,974
+5% +$299K 2.32% 13
2020
Q4 		$5.7M Sell
78,159
-1,665
-2% -$114K 2.16% 13
2020
Q3 		$5.08M Sell
79,824
-621
-0.8% -$39.7K 2.18% 13
2020
Q2 		$4.9M Buy
80,445
+5,395
+7% +$312K 2.3% 13
2020
Q1 		$4.01M Buy
75,050
+67,752
+928% +$4.3M 2.14% 11
2019
Q4 		$507K Buy
7,298
+96
+1% +$6.48K 0.23% 80
2019
Q3 		$470K Sell
7,202
-186
-3% -$12K 0.28% 75
2019
Q2 		$486K Sell
7,388
-2,789
-27% -$183K 0.28% 75
2019
Q1 		$660K Hold
10,177
– – 0.39% 63
2018
Q4 		$598K Buy
+10,177
New +$636K 0.45% 55

Other funds holding EFA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Summit Wealth & Retirement Planning's EFA Position: Q3 2026 in Review

Summit Wealth & Retirement Planning reduced its iShares MSCI EAFE ETF (EFA) stake by 2.2% in Q3 2026, selling an estimated $196K and leaving 84,179 shares worth $8.75M. The position accounts for 1.77% of the portfolio, ranked #13.

Summit Wealth & Retirement Planning first reported a position in EFA in Q4 2018 and has held it in 32 quarters since. The position peaked at $9.4M in Q4 2025. 2,033 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Summit Wealth & Retirement Planning held 84,179 shares of iShares MSCI EAFE ETF worth $8.75M as of Q3 2026.
  • Summit Wealth & Retirement Planning sold 1,852 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $196K.
  • iShares MSCI EAFE ETF made up 1.77% of Summit Wealth & Retirement Planning's portfolio in Q3 2026, its #13 holding.
  • Summit Wealth & Retirement Planning first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 32 quarters since.
  • Summit Wealth & Retirement Planning's iShares MSCI EAFE ETF position peaked at $9.4M in Q4 2025.
  • 2,033 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.