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Ishares Tr eafe min volat shares owned by Summit Financial

Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Ishares Tr eafe min volat

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr eafe min volat held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr eafe min volat by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $31M 362k 84.83
2025-06-30 $29M 349k 84.06
2025-03-31 $202k 2.6k 77.92

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Ishares Tr eafe min volat

FMR
BlackRock
Morgan Stanley
Wharton Business Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
LPL Financial
Advantus Capital Management
Financial Engines Advisors L.L.C
Wells Fargo & Company
UBS Group
Sei Investments
Ameriprise Financial
Royal Bank of Canada
Assetmark

View all funds holding Ishares Tr eafe min volat