Summitry LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Summitry LLC’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 Q1	–	Sell	-20,413	Closed	-$1.96M	–	303
2025 Q4	$1.96M	Hold	20,413	–	–	0.08%	59
2025 Q3	$1.91M	Buy	+20,413	New	+$1.86M	0.08%	62

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

NMIMC

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

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

Summitry LLC's EFA Position: Q1 2026 in Review

Summitry LLC sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 20,413 shares — an estimated $1.96M sold.

Summitry LLC first reported a position in EFA in Q3 2025 and held it in 2 quarters. The position peaked at $1.96M in Q4 2025. 2,213 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Summitry LLC reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Summitry LLC sold 20,413 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.96M.
Summitry LLC first reported a position in iShares MSCI EAFE ETF in Q3 2025 and held it in 2 quarters.
Summitry LLC's iShares MSCI EAFE ETF position peaked at $1.96M in Q4 2025.
2,213 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Summitry LLC's 13F filing for Q1 2026, filed 11 May 2026.