iShares MSCI EAFE Index Fund shares owned by Summit Financial
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4M | 80k | 79.86 |
| 2023-12-31 | $6.2M | 83k | 75.35 |
| 2023-09-30 | $5.5M | 80k | 68.92 |
| 2023-06-30 | $5.6M | 77k | 72.50 |
| 2023-03-31 | $5.3M | 74k | 71.52 |
| 2022-12-31 | $4.9M | 75k | 65.64 |
| 2022-09-30 | $4.2M | 75k | 56.02 |
| 2022-06-30 | $4.5M | 71k | 62.49 |
| 2022-03-31 | $5.3M | 71k | 73.59 |
| 2021-12-31 | $5.9M | 75k | 78.69 |
| 2021-09-30 | $5.6M | 72k | 78.02 |
| 2021-06-30 | $5.7M | 72k | 78.88 |
| 2021-03-31 | $5.5M | 73k | 75.87 |
| 2020-12-31 | $5.2M | 72k | 72.96 |
| 2020-09-30 | $4.7M | 74k | 63.65 |
| 2020-06-30 | $4.6M | 76k | 60.87 |
| 2020-03-31 | $5.4M | 100k | 53.46 |
| 2019-12-31 | $7.0M | 101k | 69.45 |
| 2019-09-30 | $6.6M | 102k | 65.21 |
| 2019-06-30 | $7.0M | 106k | 65.73 |