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Ishares Tr hdg msci eafe shares owned by Summitpoint Capital Management

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

Historical chart of Summitpoint Capital Management investment in Ishares Tr hdg msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr hdg msci eafe held by Summitpoint Capital Management 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 Summitpoint Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 71k 41.36

More positions owned by Summitpoint Capital Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ssga Active Etf Tr State Street Dou (TOTL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Summitpoint Capital Management

Top funds holding Ishares Tr hdg msci eafe

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

View all funds holding Ishares Tr hdg msci eafe