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

Pin Oak Investment Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-150
Closed -$9K – 454
2024
Q4 		$9K Hold
150
– – 0.01% 344
2024
Q3 		$8K Hold
150
– – 0.01% 355
2024
Q2 		$8K Hold
150
– – 0.01% 349
2024
Q1 		$8K Hold
150
– – 0.01% 347
2023
Q4 		$8K Hold
150
– – 0.01% 349
2023
Q3 		$7K Hold
150
– – 0.01% 347
2023
Q2 		$7K Buy
+150
New +$7.38K 0.01% 345

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 EFV Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2025, closing a stake of 150 shares — an estimated $9K sold.

Pin Oak Investment Advisors first reported a position in EFV in Q2 2023 and held it in 7 quarters. The position peaked at $9K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFV as of Q1 2025.

  • Pin Oak Investment Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 150 iShares MSCI EAFE Value ETF shares in Q1 2025, an estimated $9K.
  • Pin Oak Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and held it in 7 quarters.
  • Pin Oak Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $9K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2025.

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