Summit Rock Advisors

Latest statistics and disclosures from Summit Rock Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CQQQ, EWC, IEFA, and represent 100.00% of Summit Rock Advisors's stock portfolio.
  • Added to shares of these 2 stocks: CQQQ (+$31M), EWC (+$30M).
  • Started 2 new stock positions in EWC, CQQQ.
  • Reduced shares in these 1 stock: IEFA.
  • Summit Rock Advisors was a net buyer of stock by $59M.
  • Summit Rock Advisors has $76M in assets under management (AUM), dropping by 376.71%.
  • Central Index Key (CIK): 0001540951

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Positions held by Summit Rock Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Summit Rock Advisors

Summit Rock Advisors holds 3 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) 40.3 $31M NEW 538k 57.03
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Ishares Msci Cda Etf (EWC) 38.7 $30M NEW 511k 57.64
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Ishares Tr Core Msci Eafe (IEFA) 21.0 $16M -6% 166k 96.58
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Past Filings by Summit Rock Advisors

SEC 13F filings are viewable for Summit Rock Advisors going back to 2011

View all past filings