Pin Oak Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Pin Oak Investment Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56K	Hold	575	–	–	0.04%	196
2025 Q4	$59K	Sell	575 -35	-6%	-$3.32K	0.04%	196
2025 Q3	$57K	Hold	610	–	–	0.04%	197
2025 Q2	$49K	Sell	610 -75	-11%	-$6.4K	0.04%	192
2025 Q1	$50K	Hold	685	–	–	0.04%	185
2024 Q4	$57K	Hold	685	–	–	0.05%	174
2024 Q3	$57K	Hold	685	–	–	0.05%	174
2024 Q2	$54K	Hold	685	–	–	0.05%	168
2024 Q1	$55K	Hold	685	–	–	0.05%	165
2023 Q4	$52K	Hold	685	–	–	0.05%	166
2023 Q3	$47K	Sell	685 -30	-4%	-$2.15K	0.05%	164
2023 Q2	$52K	Buy	715 +110	+18%	+$7.99K	0.06%	157
2023 Q1	$43K	Hold	605	–	–	0.05%	164
2022 Q4	$40K	Hold	605	–	–	0.05%	156
2022 Q3	$34K	Hold	605	–	–	0.04%	161
2022 Q2	$38K	Hold	605	–	–	0.05%	159
2022 Q1	$45K	Sell	605 -140	-19%	-$10.5K	0.05%	162
2021 Q4	$59K	Hold	745	–	–	0.06%	155
2021 Q3	$58K	Hold	745	–	–	0.06%	152
2021 Q2	$59K	Buy	745 +159	+27%	+$12.6K	0.06%	153
2021 Q1	$44K	Hold	586	–	–	0.04%	176
2020 Q4	$43K	Hold	586	–	–	0.04%	194
2020 Q3	$37K	Hold	586	–	–	0.04%	184
2020 Q2	$36K	Hold	586	–	–	0.03%	182
2020 Q1	$31K	Hold	586	–	–	0.03%	189
2019 Q4	$41K	Sell	586 -243	-29%	-$16.4K	0.03%	190
2019 Q3	$54K	Sell	829 -4,010	-83%	-$258K	0.04%	186
2019 Q2	$318K	Buy	4,839 +2,767	+134%	+$181K	0.25%	83
2019 Q1	$134K	Hold	2,072	–	–	0.11%	137
2018 Q4	$122K	Sell	2,072 -267	-11%	-$16.7K	0.11%	135
2018 Q3	$159K	Hold	2,339	–	–	0.12%	127
2018 Q2	$157K	Sell	2,339 -410	-15%	-$28.7K	0.12%	128
2018 Q1	$192K	Buy	2,749 +2,599	+1,733%	+$185K	0.16%	109
2017 Q4	$11K	Buy	+150	New	+$10.4K	0.01%	331

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pin Oak Investment Advisors's EFA Position: Q1 2026 in Review

Pin Oak Investment Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 575 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #196.

Pin Oak Investment Advisors first reported a position in EFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $318K in Q2 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Pin Oak Investment Advisors held 575 shares of iShares MSCI EAFE ETF worth $56K as of Q1 2026.
Pin Oak Investment Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.04% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #196 holding.
Pin Oak Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
Pin Oak Investment Advisors's iShares MSCI EAFE ETF position peaked at $318K in Q2 2019.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.