SXL
EFG icon

Summit X LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Summit X LLC’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-53,867
Closed -$6.03M – 69
2025
Q2 		$6.03M Sell
53,867
-27,999
-34% -$2.95M 1.12% 21
2025
Q1 		$8.19M Sell
81,866
-34,692
-30% -$3.54M 1.72% 13
2024
Q4 		$11.3M Buy
116,558
+11,888
+11% +$1.21M 2.5% 9
2024
Q3 		$10.7M Sell
104,670
-5,208
-5% -$540K 2.6% 8
2024
Q2 		$11.3M Buy
109,878
+45,094
+70% +$4.61M 2.53% 8
2024
Q1 		$6.72M Sell
64,784
-2,807
-4% -$279K 1.72% 15
2023
Q4 		$6.55M Sell
67,591
-29,439
-30% -$2.64M 1.86% 13
2023
Q3 		$8.37M Sell
97,030
-19,614
-17% -$1.81M 2.66% 6
2023
Q2 		$11.1M Sell
116,644
-2,135
-2% -$203K 2.7% 5
2023
Q1 		$11.1M Buy
118,779
+84,796
+250% +$7.63M 2.88% 5
2022
Q4 		$2.74M Sell
33,983
-29,395
-46% -$2.38M 0.79% 27
2022
Q3 		$4.59M Buy
63,378
+29,391
+86% +$2.4M 1.35% 17
2022
Q2 		$2.74M Sell
33,987
-1,033
-3% -$89.7K 0.79% 27
2022
Q1 		$3.38M Sell
35,020
-22,222
-39% -$2.18M 0.83% 27
2021
Q4 		$6.32M Buy
57,242
+1,458
+3% +$160K 1.47% 16
2021
Q3 		$5.94M Buy
55,784
+11,267
+25% +$1.24M 1.5% 15
2021
Q2 		$4.78M Sell
44,517
-1,752
-4% -$186K 1.21% 20
2021
Q1 		$4.66M Sell
46,269
-15,874
-26% -$1.61M 1.28% 18
2020
Q4 		$6.28M Buy
+62,143
New +$5.88M 1.85% 11
2020
Q2 		$7.77M Buy
+93,473
New +$7.3M 2.87% 4

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit X LLC's EFG Position: Q3 2025 in Review

Summit X LLC sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 53,867 shares — an estimated $6.03M sold.

Summit X LLC first reported a position in EFG in Q2 2020 and held it in 20 quarters. The position peaked at $11.3M in Q4 2024. 978 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Summit X LLC reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 53,867 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $6.03M.
  • Summit X LLC first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 20 quarters.
  • Summit X LLC's iShares MSCI EAFE Growth ETF position peaked at $11.3M in Q4 2024.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.