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

Summit Wealth & Retirement Planning’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 Q1	$1.38M	Sell	15,253 -1,833	-11%	-$171K	0.33%	37
2025 Q4	$1.53M	Buy	17,086 +1,020	+6%	+$90.2K	0.36%	33
2025 Q3	$1.4M	Buy	16,066 +411	+3%	+$34.9K	0.34%	32
2025 Q2	$1.31M	Buy	15,655 +3,660	+31%	+$290K	0.35%	31
2025 Q1	$907K	Buy	11,995 +2,477	+26%	+$185K	0.28%	32
2024 Q4	$669K	Buy	+9,518	New	+$702K	0.21%	33

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Summit Wealth & Retirement Planning's IEFA Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q1 2026, selling an estimated $171K and leaving 15,253 shares worth $1.38M. The position accounts for 0.33% of the portfolio, ranked #37.

Summit Wealth & Retirement Planning first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Summit Wealth & Retirement Planning held 15,253 shares of iShares Core MSCI EAFE ETF worth $1.38M as of Q1 2026.
Summit Wealth & Retirement Planning sold 1,833 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $171K.
iShares Core MSCI EAFE ETF made up 0.33% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #37 holding.
Summit Wealth & Retirement Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Summit Wealth & Retirement Planning's iShares Core MSCI EAFE ETF position peaked at $1.53M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.