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

Pin Oak Investment Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$22K – 453
2024
Q4 		$22K Hold
200
– – 0.02% 261
2024
Q3 		$21K Hold
200
– – 0.02% 264
2024
Q2 		$20K Hold
200
– – 0.02% 259
2024
Q1 		$21K Hold
200
– – 0.02% 256
2023
Q4 		$19K Hold
200
– – 0.02% 270
2023
Q3 		$17K Hold
200
– – 0.02% 271
2023
Q2 		$19K Buy
+200
New +$19K 0.02% 255

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pin Oak Investment Advisors's EFG Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 200 shares — an estimated $22K sold.

Pin Oak Investment Advisors first reported a position in EFG in Q2 2023 and held it in 7 quarters. The position peaked at $22K in Q4 2024. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Pin Oak Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 200 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $22K.
  • Pin Oak Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 7 quarters.
  • Pin Oak Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $22K in Q4 2024.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.