iShares MSCI EAFE Index Fund shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 342k | 83.63 |
| 2024-06-30 | $22M | 281k | 78.33 |
| 2024-03-31 | $21M | 257k | 79.86 |
| 2023-12-31 | $18M | 236k | 75.35 |
| 2023-09-30 | $17M | 245k | 68.92 |
| 2023-06-30 | $18M | 251k | 72.50 |
| 2023-03-31 | $19M | 260k | 71.52 |
| 2022-12-31 | $22M | 336k | 65.64 |
| 2022-09-30 | $22M | 391k | 56.01 |
| 2022-06-30 | $30M | 473k | 62.49 |
| 2022-03-31 | $17M | 233k | 73.60 |
| 2021-12-31 | $7.7M | 98k | 78.85 |
| 2021-09-30 | $7.4M | 95k | 78.01 |
| 2021-06-30 | $858k | 11k | 78.85 |
| 2021-03-31 | $823k | 11k | 75.84 |
| 2020-12-31 | $914k | 13k | 72.99 |
| 2020-09-30 | $1.0M | 15k | 68.30 |
| 2020-06-30 | $929k | 15k | 60.89 |
| 2020-03-31 | $3.1M | 57k | 53.46 |
| 2019-09-30 | $3.2M | 49k | 65.20 |
| 2019-06-30 | $3.2M | 48k | 65.72 |
| 2019-03-31 | $2.4M | 37k | 64.86 |
| 2018-03-31 | $7.5M | 7.5M | 1.00 |
| 2017-12-31 | $10M | 136k | 73.85 |