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 |
|---|---|---|---|
| 2025-09-30 | $9.2M | 98k | 93.37 |
| 2025-06-30 | $8.5M | 96k | 89.39 |
| 2025-03-31 | $7.9M | 96k | 81.73 |
| 2024-12-31 | $2.0M | 27k | 75.61 |
| 2024-09-30 | $3.8M | 45k | 83.63 |
| 2024-06-30 | $3.4M | 43k | 78.33 |
| 2024-03-31 | $1.2M | 16k | 79.86 |
| 2023-12-31 | $276k | 3.7k | 75.35 |
| 2023-09-30 | $251k | 3.6k | 68.93 |
| 2023-06-30 | $238k | 3.3k | 72.50 |
| 2023-03-31 | $235k | 3.3k | 71.52 |
| 2022-12-31 | $215k | 3.3k | 65.64 |
| 2022-06-30 | $394k | 6.3k | 62.49 |