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Ishares Tr hdg msci eafe shares owned by Summit Financial

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Ishares Tr hdg msci eafe

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All positions including Ishares Tr hdg msci eafe 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 hdg msci eafe by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 44k 39.61
2025-06-30 $1.6M 42k 37.96
2025-03-31 $1.5M 41k 36.29

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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Microsoft Corporation (MSFT)
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 hdg msci eafe

Goldman Sachs Group
Ameriprise Financial
Coldstream Capital Management
Envestnet Asset Management
Jpmorgan Chase & Co
Dynasty Wealth Management
Quotient Wealth Partners
United Capital Financial Advisers
LPL Financial
Northwestern Mutual Wealth Management Company
Partners Capital Investment Group
Morgan Stanley
Warren Averett Asset Management
Wells Fargo & Company
Northern Trust

View all funds holding Ishares Tr hdg msci eafe