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iShares MSCI EAFE Index Fund shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in iShares MSCI EAFE Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Index Fund held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $340k 3.5k 96.03
2025-06-30 $307k 3.4k 89.39

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding iShares MSCI EAFE Index Fund

BlackRock
Goldman Sachs Group
Susquehanna International
Wells Fargo & Company
Northern Trust
Jpmorgan Chase & Co
UBS Group
Royal Bank of Canada
Northwestern Mutual Investment Management Company
Jane Street
Old Mission Capital
Barclays
FMR
TD Asset Management
Pnc Financial Services

View all funds holding iShares MSCI EAFE Index Fund