AI Portfolio Summary
In 2026 Q1, Summit Rock Advisors, LP maintained a portfolio of 2 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 100.00% of the total fund value. Conversely, Summit Rock Advisors, LP completely exited their position in KRANESHARES TRUST.
Total Positions
2
Quarter
2026 Q1
Top Holding
IEFA (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IEFA
ISHARES TR
|
ETF | 100.00% | — |
#1
Prev: #—
|
9.5 | 176,440 | no change |
NEW
|
176,440 | $15,973,114 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
KWEB
KRANESHARES TRU...
|
Bond/Debt | 0.00% | 100.00% |
Sold All 😨
(Was: #1) |
0.0 | -6,708 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-2 of 2 holdings