ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 41,008 Value ($000) $2,928 Avg Close — Range —
Q3 2025
Shares 42,259 Value ($000) $2,866 Avg Close — Range —
Q2 2025
Shares 44,559 Value ($000) $2,829 Avg Close — Range —
Q1 2025
Shares 47,686 Value ($000) $2,811 Avg Close — Range —
Q4 2024
Shares 46,594 Value ($000) $2,445 Avg Close — Range —
Q3 2024
Shares 47,146 Value ($000) $2,712 Avg Close — Range —
Q2 2024
Shares 50,490 Value ($000) $2,678 Avg Close — Range —
Q1 2024
Shares 50,639 Value ($000) $2,755 Avg Close — Range —
Q4 2023
Shares 52,793 Value ($000) $2,751 Avg Close — Range —
Q3 2023
Shares 59,950 Value ($000) $2,933 Avg Close — Range —
Q2 2023
Shares 62,232 Value ($000) $3,046 Avg Close — Range —
Q1 2023
Shares 66,305 Value ($000) $3,218 Avg Close — Range —
Q4 2022
Shares 68,101 Value ($000) $3,124 Avg Close — Range —
Q3 2022
Shares 121,167 Value ($000) $4,669 Avg Close — Range —
Q2 2022
Shares 644,941 Value ($000) $27,990 Avg Close — Range —
Q1 2022
Shares 655,587 Value ($000) $32,950 Avg Close — Range —
Q4 2021
Shares 621,358 Value ($000) $31,310 Avg Close — Range —
Q3 2021
Shares 566,189 Value ($000) $28,791 Avg Close — Range —
Q2 2021
Shares 514,650 Value ($000) $26,638 Avg Close — Range —
Q1 2021
Shares 330,461 Value ($000) $16,844 Avg Close — Range —
Q4 2020
Shares 206,297 Value ($000) $9,737 Avg Close — Range —
Q3 2020
Shares 130,032 Value ($000) $5,247 Avg Close — Range —