ISHARES TR

Ticker: EFA CUSIP: 464287465 Class: MSCI EAFE ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 97,867 Value ($000) $9,398 Avg Close Range
Q3 2025
Shares 98,151 Value ($000) $9,164 Avg Close Range
Q2 2025
Shares 98,506 Value ($000) $8,805 Avg Close Range
Q1 2025
Shares 107,305 Value ($000) $8,770 Avg Close Range
Q4 2024
Shares 107,655 Value ($000) $8,140 Avg Close Range
Q3 2024
Shares 108,768 Value ($000) $9,096 Avg Close Range
Q2 2024
Shares 109,146 Value ($000) $8,549 Avg Close Range
Q1 2024
Shares 108,309 Value ($000) $8,650 Avg Close Range
Q4 2023
Shares 110,159 Value ($000) $8,300 Avg Close Range
Q3 2023
Shares 111,254 Value ($000) $7,668 Avg Close Range
Q2 2023
Shares 111,579 Value ($000) $8,089 Avg Close Range
Q1 2023
Shares 116,407 Value ($000) $8,325 Avg Close Range
Q4 2022
Shares 102,654 Value ($000) $6,738 Avg Close Range
Q3 2022
Shares 104,544 Value ($000) $5,856 Avg Close Range
Q2 2022
Shares 106,897 Value ($000) $6,680 Avg Close Range
Q1 2022
Shares 96,651 Value ($000) $7,114 Avg Close Range
Q4 2021
Shares 93,329 Value ($000) $7,343 Avg Close Range
Q3 2021
Shares 95,712 Value ($000) $7,467 Avg Close Range
Q2 2021
Shares 83,132 Value ($000) $6,557 Avg Close Range
Q1 2021
Shares 82,133 Value ($000) $6,231 Avg Close Range
Q4 2020
Shares 78,159 Value ($000) $5,702 Avg Close Range
Q3 2020
Shares 79,824 Value ($000) $5,081 Avg Close Range
Q2 2020
Shares 80,445 Value ($000) $4,897 Avg Close Range
Q1 2020
Shares 75,050 Value ($000) $4,012 Avg Close Range
Q4 2019
Shares 7,298 Value ($000) $507 Avg Close Range
Q3 2019
Shares 7,202 Value ($000) $470 Avg Close Range
Q2 2019
Shares 7,388 Value ($000) $486 Avg Close Range
Q1 2019
Shares 10,177 Value ($000) $660 Avg Close Range
Q4 2018
Shares 10,177 Value ($000) $598 Avg Close Range