iShares MSCI EAFE Index Fund shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.1M | 109k | 83.63 |
| 2024-06-30 | $8.5M | 109k | 78.33 |
| 2024-03-31 | $8.6M | 108k | 79.86 |
| 2023-12-31 | $8.3M | 110k | 75.35 |
| 2023-09-30 | $7.7M | 111k | 68.92 |
| 2023-06-30 | $8.1M | 112k | 72.50 |
| 2023-03-31 | $8.3M | 116k | 71.52 |
| 2022-12-31 | $6.7M | 103k | 65.64 |
| 2022-09-30 | $5.9M | 105k | 56.01 |
| 2022-06-30 | $6.7M | 107k | 62.49 |
| 2022-03-31 | $7.1M | 97k | 73.61 |
| 2021-12-31 | $7.3M | 93k | 78.68 |
| 2021-09-30 | $7.5M | 96k | 78.02 |
| 2021-06-30 | $6.6M | 83k | 78.87 |
| 2021-03-31 | $6.2M | 82k | 75.86 |
| 2020-12-31 | $5.7M | 78k | 72.95 |
| 2020-09-30 | $5.1M | 80k | 63.65 |
| 2020-06-30 | $4.9M | 80k | 60.87 |
| 2020-03-31 | $4.0M | 75k | 53.46 |
| 2019-12-31 | $507k | 7.3k | 69.47 |
| 2019-09-30 | $470k | 7.2k | 65.26 |
| 2019-06-30 | $486k | 7.4k | 65.78 |
| 2019-03-31 | $660k | 10k | 64.85 |
| 2018-12-31 | $598k | 10k | 58.76 |
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