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SummitTX Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SummitTX Capital’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
2025
Q4 		– Sell
-6,681
Closed -$583K – 825
2025
Q3 		$583K Sell
6,681
-123,519
-95% -$10.5M 0.02% 497
2025
Q2 		$10.9M Buy
+130,200
New +$10.3M 0.47% 39

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SummitTX Capital's IEFA Position: Q4 2025 in Review

SummitTX Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 6,681 shares — an estimated $583K sold.

SummitTX Capital first reported a position in IEFA in Q2 2025 and held it in 2 quarters. The position peaked at $10.9M in Q2 2025. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • SummitTX Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 6,681 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $583K.
  • SummitTX Capital first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and held it in 2 quarters.
  • SummitTX Capital's iShares Core MSCI EAFE ETF position peaked at $10.9M in Q2 2025.
  • 2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.