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Ishares Core Msci Eafe Etf core msci eafe shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Ishares Core Msci Eafe Etf core msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Core Msci Eafe Etf core msci eafe held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Summit Wealth & Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.4M	16k	87.31
2025-06-30	$1.3M	16k	83.48
2025-03-31	$907k	12k	75.65
2024-12-31	$669k	9.5k	70.28

More positions owned by Summit Wealth & Retirement Planning

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Abrdn Precious Metals Basket Physcl Precs Met (GLTR)

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

Schwab Strategic Tr Us Sml Cap Etf (SCHA)

Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)

Ea Series Trust Alpha Arch 1-3 (BOXX)

Ishares Tr Rus 1000 Val Etf (IWD)

Ishares Tr Msci Eafe Etf (EFA)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Apple (AAPL)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Morgan Stanley

Jones Financial Companies, L.L

Wells Fargo & Company

Tiaa Trust, National Association

Envestnet Asset Management

LPL Financial

Raymond James Financial

Us Bancorp

Northwestern Mutual Wealth Management Company

Bank of New York Mellon

View all funds holding Ishares Core Msci Eafe Etf core msci eafe

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